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	–	614
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

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAI

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

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

SIC

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

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

CIM

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

SPF

Steven Patrick Farmer $6.42B AUM

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atticus Wealth Management's IBDR Position: Q2 2022 in Review

Atticus Wealth Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2022, closing a stake of 7,000 shares — an estimated $173K sold.

Atticus Wealth Management first reported a position in IBDR in Q4 2019 and held it in 10 quarters. The position peaked at $190K in Q4 2020. 146 funds tracked by Wall St. Rank hold IBDR as of Q2 2022.

Atticus Wealth Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2022 after selling out during the quarter.
Atticus Wealth Management sold 7,000 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2022, an estimated $173K.
Atticus Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2019 and held it in 10 quarters.
Atticus Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $190K in Q4 2020.
146 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2022.

Based on Atticus Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.