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Capital Asset Advisory Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Capital Asset Advisory Services’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
2021
Q3 		– Sell
-46
Closed -$1K – 725
2021
Q2 		$1K Buy
+46
New +$1.22K ﹤0.01% 712

Other funds holding IBDR

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Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Capital Asset Advisory Services's IBDR Position: Q3 2021 in Review

Capital Asset Advisory Services sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2021, closing a stake of 46 shares — an estimated $1K sold.

Capital Asset Advisory Services first reported a position in IBDR in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 113 funds tracked by Wall St. Rank hold IBDR as of Q3 2021.

  • Capital Asset Advisory Services reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q3 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 46 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2021, an estimated $1K.
  • Capital Asset Advisory Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2021 and held it in 1 quarter.
  • Capital Asset Advisory Services's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1K in Q2 2021.
  • 113 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2021.

Based on Capital Asset Advisory Services's 13F filing for Q3 2021, filed 14 Oct 2021.