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American National Bank & Trust’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

American National Bank & Trust’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-756
Closed -$14.7K – 611
2023
Q3 		$14.7K Buy
+756
New +$15K ﹤0.01% 381

Other funds holding IBDW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

American National Bank & Trust sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q4 2023, closing a stake of 756 shares — an estimated $14.7K sold.

American National Bank & Trust first reported a position in IBDW in Q3 2023 and held it in 1 quarter. The position peaked at $14.7K in Q3 2023. 112 funds tracked by Wall St. Rank hold IBDW as of Q4 2023.

  • American National Bank & Trust reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • American National Bank & Trust sold 756 iShares iBonds Dec 2031 Term Corporate ETF shares in Q4 2023, an estimated $14.7K.
  • American National Bank & Trust first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2023 and held it in 1 quarter.
  • American National Bank & Trust's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $14.7K in Q3 2023.
  • 112 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q4 2023.

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