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Anchor Investment Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Anchor Investment Management’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-533
Closed -$14.7K – 974
2020
Q4 		$14.7K Buy
+533
New +$14.5K ﹤0.01% 629

Other funds holding IBDU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWMG
Signature Wealth Management Group Atlanta, Georgia $263M AUM 9.1% 1-Year Est. Return

Anchor Investment Management's IBDU Position: Q1 2021 in Review

Anchor Investment Management sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q1 2021, closing a stake of 533 shares — an estimated $14.7K sold.

Anchor Investment Management first reported a position in IBDU in Q4 2020 and held it in 1 quarter. The position peaked at $14.7K in Q4 2020. 43 funds tracked by Wall St. Rank hold IBDU as of Q1 2021.

  • Anchor Investment Management reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q1 2021 after selling out during the quarter.
  • Anchor Investment Management sold 533 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2021, an estimated $14.7K.
  • Anchor Investment Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2020 and held it in 1 quarter.
  • Anchor Investment Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $14.7K in Q4 2020.
  • 43 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2021.

Based on Anchor Investment Management's 13F filing for Q1 2021, filed 2 Jan 2024.