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American National Bank & Trust’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

American National Bank & Trust’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-679
Closed -$14.9K – 613
2023
Q3 		$14.9K Buy
+679
New +$15.1K ﹤0.01% 377

Other funds holding IBDU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return

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

American National Bank & Trust sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q4 2023, closing a stake of 679 shares — an estimated $14.9K sold.

American National Bank & Trust first reported a position in IBDU in Q3 2023 and held it in 1 quarter. The position peaked at $14.9K in Q3 2023. 156 funds tracked by Wall St. Rank hold IBDU as of Q4 2023.

  • American National Bank & Trust reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • American National Bank & Trust sold 679 iShares iBonds Dec 2029 Term Corporate ETF shares in Q4 2023, an estimated $14.9K.
  • American National Bank & Trust first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2023 and held it in 1 quarter.
  • American National Bank & Trust's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $14.9K in Q3 2023.
  • 156 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q4 2023.

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