Avestar Capital’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Avestar Capital’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 Q1	–	Sell	-65,139	Closed	-$1.7M	–	428
2021 Q4	$1.7M	Sell	65,139 -11,585	-15%	-$303K	0.21%	104
2021 Q3	$2.03M	Buy	76,724 +16,857	+28%	+$449K	0.26%	85
2021 Q2	$1.59M	Buy	59,867 +4,836	+9%	+$128K	0.21%	123
2021 Q1	$1.46M	Buy	55,031 +7,482	+16%	+$200K	0.33%	61
2020 Q4	$1.29M	Buy	47,549 +2,369	+5%	+$63.7K	0.36%	54
2020 Q3	$1.21M	Buy	45,180 +4,486	+11%	+$121K	0.4%	46
2020 Q2	$1.09M	Buy	40,694 +5,848	+17%	+$151K	0.48%	50
2020 Q1	$855K	Buy	+34,846	New	+$886K	0.47%	53

Other funds holding IBDR

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return