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BRR OpCo’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

BRR OpCo’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
Q3 		$6.32M Buy
+274,799
New +$6.56M 0.78% 18

Other funds holding IBDS

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BRR OpCo's IBDS Position: Q3 2022 in Review

BRR OpCo opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q3 2022: 274,799 shares worth $6.32M. The stake represents 0.78% of the portfolio and ranks #18 among its holdings.

127 funds tracked by Wall St. Rank hold IBDS as of Q3 2022.

  • BRR OpCo held 274,799 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $6.32M as of Q3 2022.
  • iShares iBonds Dec 2027 Term Corporate ETF was a new BRR OpCo position in Q3 2022.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.78% of BRR OpCo's portfolio in Q3 2022, its #18 holding.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2022.

Based on BRR OpCo's 13F filing for Q3 2022, filed 8 Nov 2022.