AC
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Avestar Capital’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Avestar Capital’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-74,523
Closed -$1.86M – 343
2022
Q1 		$1.86M Buy
74,523
+10,558
+17% +$271K 0.35% 68
2021
Q4 		$1.7M Sell
63,965
-11,362
-15% -$303K 0.31% 103
2021
Q3 		$2.03M Buy
75,327
+16,553
+28% +$449K 0.4% 86
2021
Q2 		$1.59M Buy
58,774
+4,728
+9% +$127K 0.31% 124
2021
Q1 		$1.45M Buy
54,046
+7,063
+15% +$192K 0.32% 64
2020
Q4 		$1.29M Buy
46,983
+2,346
+5% +$64K 0.36% 53
2020
Q3 		$1.21M Buy
44,637
+4,354
+11% +$119K 0.4% 45
2020
Q2 		$1.09M Buy
40,283
+6,035
+18% +$157K 0.48% 51
2020
Q1 		$839K Buy
+34,248
New +$883K 0.46% 56

Other funds holding IBDS

ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
CAI
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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return