American Portfolios Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

American Portfolios Advisors’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.3M	Buy	54,563 +53,038	+3,478%	+$1.32M	0.06%	342
2022 Q2	$38.1K	Hold	1,525	–	–	﹤0.01%	1913
2022 Q1	$40.2K	Hold	1,525	–	–	﹤0.01%	1994
2021 Q4	$43.1K	Hold	1,525	–	–	﹤0.01%	1931
2021 Q3	$43.7K	Buy	1,525 +1,210	+384%	+$35.1K	﹤0.01%	1845
2021 Q2	$9.1K	Hold	315	–	–	﹤0.01%	2570
2021 Q1	$8.92K	Buy	+315	New	+$9.1K	﹤0.01%	2435

Other funds holding IBDT

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

CAI

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

CIA

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

American Portfolios Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 3,478% in Q3 2022, buying an estimated $1.32M and bringing the position to 54,563 shares worth $1.3M. The position accounts for 0.06% of the portfolio, ranked #342.

American Portfolios Advisors first reported a position in IBDT in Q1 2021 and has held it in 7 quarters since. 103 funds tracked by Wall St. Rank hold IBDT as of Q3 2022.

American Portfolios Advisors held 54,563 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.3M as of Q3 2022.
American Portfolios Advisors bought 53,038 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2022, an estimated $1.32M.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.06% of American Portfolios Advisors's portfolio in Q3 2022, its #342 holding.
American Portfolios Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2021 and has held it in 7 quarters since.
103 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2022.

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