American National Bank & Trust’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

American National Bank & Trust’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,165	Closed	-$50.5K	–	610
2023 Q3	$50.5K	Hold	2,165	–	–	0.01%	281
2023 Q2	$50.8K	Hold	2,165	–	–	0.01%	271
2023 Q1	$51.4K	Hold	2,165	–	–	0.01%	265
2022 Q4	$51K	Hold	2,165	–	–	0.01%	249
2022 Q3	$50K	Hold	2,165	–	–	0.01%	218
2022 Q2	$52K	Hold	2,165	–	–	0.01%	173
2022 Q1	$53K	Hold	2,165	–	–	0.01%	180
2021 Q4	$56K	Hold	2,165	–	–	0.01%	178
2021 Q3	$57K	Buy	+2,165	New	+$57.6K	0.01%	150

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

American National Bank & Trust's IBDR Position: Q4 2023 in Review

American National Bank & Trust sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2023, closing a stake of 2,165 shares — an estimated $50.5K sold.

American National Bank & Trust first reported a position in IBDR in Q3 2021 and held it in 9 quarters. The position peaked at $57K in Q3 2021. 297 funds tracked by Wall St. Rank hold IBDR as of Q4 2023.

American National Bank & Trust reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
American National Bank & Trust sold 2,165 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2023, an estimated $50.5K.
American National Bank & Trust first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2021 and held it in 9 quarters.
American National Bank & Trust's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $57K in Q3 2021.
297 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2023.

Based on American National Bank & Trust's 13F filing for Q4 2023, filed 8 Feb 2024.