Atticus Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Atticus Wealth Management’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-7,000	Closed	-$173K	–	615
2022 Q1	$173K	Hold	7,000	–	–	0.06%	154
2021 Q4	$182K	Hold	7,000	–	–	0.07%	130
2021 Q3	$186K	Hold	7,000	–	–	0.08%	108
2021 Q2	$186K	Hold	7,000	–	–	0.08%	120
2021 Q1	$185K	Hold	7,000	–	–	0.09%	114
2020 Q4	$190K	Hold	7,000	–	–	0.1%	100
2020 Q3	$188K	Hold	7,000	–	–	0.11%	90
2020 Q2	$187K	Hold	7,000	–	–	0.12%	89
2020 Q1	$172K	Hold	7,000	–	–	0.14%	85
2019 Q4	$179K	Buy	+7,000	New	+$178K	0.11%	90

Other funds holding IBDR

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Bank of America

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

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

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

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Steven Patrick Farmer $6.42B AUM

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return