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American National Bank & Trust’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

American National Bank & Trust’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
2022
Q2 		– Sell
-1,450
Closed -$36K – 447
2022
Q1 		$36K Hold
1,450
– – 0.01% 219
2021
Q4 		$39K Hold
1,450
– – 0.01% 203
2021
Q3 		$39K Buy
+1,450
New +$39.3K 0.01% 178

Other funds holding IBDS

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

American National Bank & Trust's IBDS Position: Q2 2022 in Review

American National Bank & Trust sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2022, closing a stake of 1,450 shares — an estimated $36K sold.

American National Bank & Trust first reported a position in IBDS in Q3 2021 and held it in 3 quarters. The position peaked at $39K in Q4 2021. 117 funds tracked by Wall St. Rank hold IBDS as of Q2 2022.

  • American National Bank & Trust reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2022 after selling out during the quarter.
  • American National Bank & Trust sold 1,450 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2022, an estimated $36K.
  • American National Bank & Trust first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2021 and held it in 3 quarters.
  • American National Bank & Trust's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $39K in Q4 2021.
  • 117 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2022.

Based on American National Bank & Trust's 13F filing for Q2 2022, filed 11 Jul 2022.