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Bramshill Investments’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Bramshill Investments’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
Q3 		– Sell
-2,364
Closed -$56.3K – 155
2024
Q2 		$56.3K Buy
+2,364
New +$56.1K 0.01% 144

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Bramshill Investments's IBDR Position: Q3 2024 in Review

Bramshill Investments sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2024, closing a stake of 2,364 shares — an estimated $56.3K sold.

Bramshill Investments first reported a position in IBDR in Q2 2024 and held it in 1 quarter. The position peaked at $56.3K in Q2 2024. 336 funds tracked by Wall St. Rank hold IBDR as of Q3 2024.

  • Bramshill Investments reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
  • Bramshill Investments sold 2,364 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2024, an estimated $56.3K.
  • Bramshill Investments first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2024 and held it in 1 quarter.
  • Bramshill Investments's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $56.3K in Q2 2024.
  • 336 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2024.

Based on Bramshill Investments's 13F filing for Q3 2024, filed 13 Nov 2024.