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Avior Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Avior 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
2024
Q2 		– Sell
-11,399
Closed -$272K – 2940
2024
Q1 		$272K Hold
11,399
– – 0.01% 614
2023
Q4 		$272K Hold
11,399
– – 0.02% 467
2023
Q3 		$266K Buy
+11,399
New +$267K 0.02% 469

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Avior Wealth Management's IBDR Position: Q2 2024 in Review

Avior Wealth Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2024, closing a stake of 11,399 shares — an estimated $272K sold.

Avior Wealth Management first reported a position in IBDR in Q3 2023 and held it in 3 quarters. The position peaked at $272K in Q4 2023. 325 funds tracked by Wall St. Rank hold IBDR as of Q2 2024.

  • Avior Wealth Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 11,399 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2024, an estimated $272K.
  • Avior Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2023 and held it in 3 quarters.
  • Avior Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $272K in Q4 2023.
  • 325 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.