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Avestar Capital’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Avestar Capital’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-80,176
Closed -$1.86M – 344
2022
Q1 		$1.86M Buy
+80,176
New +$1.92M 0.3% 70

Other funds holding IBDV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $202M AUM 11.53% 1-Year Est. Return
SWMG
Signature Wealth Management Group Atlanta, Georgia $263M AUM 9.1% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Avestar Capital's IBDV Position: Q2 2022 in Review

Avestar Capital sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q2 2022, closing a stake of 80,176 shares — an estimated $1.86M sold.

Avestar Capital first reported a position in IBDV in Q1 2022 and held it in 1 quarter. The position peaked at $1.86M in Q1 2022. 40 funds tracked by Wall St. Rank hold IBDV as of Q2 2022.

  • Avestar Capital reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q2 2022 after selling out during the quarter.
  • Avestar Capital sold 80,176 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2022, an estimated $1.86M.
  • Avestar Capital first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2022 and held it in 1 quarter.
  • Avestar Capital's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $1.86M in Q1 2022.
  • 40 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2022.

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