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American Portfolios Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$4.73M Buy
204,771
+178,771
+688% +$4.26M 0.2% 102
2022
Q2 		$619K Hold
26,000
– – 0.03% 578
2022
Q1 		$641K Buy
26,000
+11,260
+76% +$285K 0.02% 634
2021
Q4 		$384K Buy
14,740
+2,970
+25% +$77.7K 0.01% 864
2021
Q3 		$312K Buy
11,770
+750
+7% +$20K 0.01% 916
2021
Q2 		$293K Buy
11,020
+3,615
+49% +$96K 0.01% 958
2021
Q1 		$195K Buy
7,405
+510
+7% +$13.6K 0.01% 1031
2020
Q4 		$187K Hold
6,895
– – 0.01% 906
2020
Q3 		$185K Hold
6,895
– – 0.01% 826
2020
Q2 		$184K Buy
6,895
+4,690
+213% +$121K 0.01% 767
2020
Q1 		$54.1K Buy
2,205
+515
+30% +$13.1K ﹤0.01% 1130
2019
Q4 		$43.2K Buy
1,690
+80
+5% +$2.04K ﹤0.01% 1403
2019
Q3 		$41K Buy
1,610
+1,395
+649% +$35.2K ﹤0.01% 1363
2019
Q2 		$5.39K Hold
215
– – ﹤0.01% 2154
2019
Q1 		$5.21K Sell
215
-391
-65% -$9.24K ﹤0.01% 2082
2018
Q4 		$14K Buy
+606
New +$13.9K ﹤0.01% 1508
2018
Q2 		– Sell
-883
Closed -$20.9K – 2406
2018
Q1 		$20.9K Buy
+883
New +$21.1K ﹤0.01% 1366

Other funds holding IBDR

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
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
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return

American Portfolios Advisors's IBDR Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 688% in Q3 2022, buying an estimated $4.26M and bringing the position to 204,771 shares worth $4.73M. The position accounts for 0.2% of the portfolio, ranked #102.

American Portfolios Advisors first reported a position in IBDR in Q1 2018 and has held it in 17 quarters since. 166 funds tracked by Wall St. Rank hold IBDR as of Q3 2022.

  • American Portfolios Advisors held 204,771 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $4.73M as of Q3 2022.
  • American Portfolios Advisors bought 178,771 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2022, an estimated $4.26M.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.2% of American Portfolios Advisors's portfolio in Q3 2022, its #102 holding.
  • American Portfolios Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2018 and has held it in 17 quarters since.
  • 166 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.