ACM
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Advisors Capital Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Advisors Capital Management’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-505,438
Closed -$12M – 488
2024
Q1 		$12M Sell
505,438
-310,089
-38% -$7.38M 0.22% 127
2023
Q4 		$19.5M Buy
815,527
+67,051
+9% +$1.56M 0.4% 84
2023
Q3 		$17.3M Buy
748,476
+2,495
+0.3% +$58.2K 0.44% 79
2023
Q2 		$17.5M Buy
745,981
+58,396
+8% +$1.38M 0.42% 84
2023
Q1 		$16.4M Buy
687,585
+30,412
+5% +$718K 0.42% 83
2022
Q4 		$15.4M Buy
657,173
+48,236
+8% +$1.12M 0.42% 75
2022
Q3 		$14.2M Buy
608,937
+344,792
+131% +$8.24M 0.38% 86
2022
Q2 		$6.3M Buy
+264,145
New +$6.38M 0.19% 122

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return