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American Portfolios Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

American Portfolios Advisors’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$39.5K Buy
+1,950
New +$41.9K ﹤0.01% 1844

Other funds holding IBDV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
SWMG
Signature Wealth Management Group Atlanta, Georgia $263M AUM 9.1% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $202M AUM 11.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

American Portfolios Advisors opened a new position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q3 2022: 1,950 shares worth $39.5K. The stake represents ﹤0.01% of the portfolio and ranks #1844 among its holdings.

44 funds tracked by Wall St. Rank hold IBDV as of Q3 2022.

  • American Portfolios Advisors held 1,950 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $39.5K as of Q3 2022.
  • iShares iBonds Dec 2030 Term Corporate ETF was a new American Portfolios Advisors position in Q3 2022.
  • iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1844 holding.
  • 44 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2022.

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