American Portfolios Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

American Portfolios Advisors’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 Q3	$612K	Buy	26,587 +21,142	+388%	+$505K	0.03%	570
2022 Q2	$130K	Buy	5,445 +240	+5%	+$5.8K	0.01%	1272
2022 Q1	$130K	Buy	5,205 +2,790	+116%	+$71.5K	﹤0.01%	1386
2021 Q4	$64.1K	Hold	2,415	–	–	﹤0.01%	1756
2021 Q3	$65.2K	Hold	2,415	–	–	﹤0.01%	1645
2021 Q2	$65.3K	Buy	2,415 +335	+16%	+$9.03K	﹤0.01%	1612
2021 Q1	$55.6K	Buy	2,080 +370	+22%	+$10.1K	﹤0.01%	1567
2020 Q4	$47.1K	Hold	1,710	–	–	﹤0.01%	1436
2020 Q3	$46.4K	Hold	1,710	–	–	﹤0.01%	1344
2020 Q2	$46.1K	Hold	1,710	–	–	﹤0.01%	1317
2020 Q1	$41.9K	Buy	1,710 +335	+24%	+$8.64K	﹤0.01%	1237
2019 Q4	$35.8K	Hold	1,375	–	–	﹤0.01%	1481
2019 Q3	$35.6K	Buy	+1,375	New	+$35.4K	﹤0.01%	1426
2019 Q1	–	Sell	-392	Closed	-$9.17K	–	2630
2018 Q4	$9.17K	Buy	+392	New	+$9.1K	﹤0.01%	1660
2018 Q2	–	Sell	-862	Closed	-$20.7K	–	2407
2018 Q1	$20.7K	Buy	+862	New	+$20.9K	﹤0.01%	1368

Other funds holding IBDS

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

American Portfolios Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 388% in Q3 2022, buying an estimated $505K and bringing the position to 26,587 shares worth $612K. The position accounts for 0.03% of the portfolio, ranked #570.

American Portfolios Advisors first reported a position in IBDS in Q1 2018 and has held it in 15 quarters since. 128 funds tracked by Wall St. Rank hold IBDS as of Q3 2022.

American Portfolios Advisors held 26,587 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $612K as of Q3 2022.
American Portfolios Advisors bought 21,142 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2022, an estimated $505K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.03% of American Portfolios Advisors's portfolio in Q3 2022, its #570 holding.
American Portfolios Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2018 and has held it in 15 quarters since.
128 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2022.

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