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Atlanta Consulting Group Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Atlanta Consulting Group 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
2024
Q3 		– Sell
-11,260
Closed -$279K – 230
2024
Q2 		$279K Buy
+11,260
New +$278K 0.06% 95

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
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CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return

Atlanta Consulting Group Advisors's IBDT Position: Q3 2024 in Review

Atlanta Consulting Group Advisors sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q3 2024, closing a stake of 11,260 shares — an estimated $279K sold.

Atlanta Consulting Group Advisors first reported a position in IBDT in Q2 2024 and held it in 1 quarter. The position peaked at $279K in Q2 2024. 291 funds tracked by Wall St. Rank hold IBDT as of Q3 2024.

  • Atlanta Consulting Group Advisors reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
  • Atlanta Consulting Group Advisors sold 11,260 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2024, an estimated $279K.
  • Atlanta Consulting Group Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2024 and held it in 1 quarter.
  • Atlanta Consulting Group Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $279K in Q2 2024.
  • 291 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2024.

Based on Atlanta Consulting Group Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.