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Avestar Capital’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Avestar Capital’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-60,337
Closed -$1.48M – 345
2022
Q1 		$1.48M Buy
60,337
+39,452
+189% +$995K 0.24% 86
2021
Q4 		$550K Sell
20,885
-4,486
-18% -$118K 0.07% 244
2021
Q3 		$675K Buy
25,371
+16,157
+175% +$435K 0.09% 238
2021
Q2 		$247K Buy
+9,214
New +$244K 0.03% 363

Other funds holding IBDU

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Avestar Capital's IBDU Position: Q2 2022 in Review

Avestar Capital sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2022, closing a stake of 60,337 shares — an estimated $1.48M sold.

Avestar Capital first reported a position in IBDU in Q2 2021 and held it in 4 quarters. The position peaked at $1.48M in Q1 2022. 66 funds tracked by Wall St. Rank hold IBDU as of Q2 2022.

  • Avestar Capital reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q2 2022 after selling out during the quarter.
  • Avestar Capital sold 60,337 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2022, an estimated $1.48M.
  • Avestar Capital first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2021 and held it in 4 quarters.
  • Avestar Capital's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $1.48M in Q1 2022.
  • 66 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2022.

Based on Avestar Capital's 13F filing for Q2 2022, filed 28 Jul 2022.