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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

Capital Advisors Inc
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 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.