CAAS
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Capital Asset Advisory Services’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Capital Asset Advisory Services’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
2021
Q4 		– Sell
-970
Closed -$26K – 649
2021
Q3 		$26K Sell
970
-48
-5% -$1.3K ﹤0.01% 538
2021
Q2 		$28K Buy
+1,018
New +$27.4K ﹤0.01% 564
2021
Q1 		– Sell
-970
Closed -$27K – 1047
2020
Q4 		$27K Buy
+970
New +$26.5K ﹤0.01% 772

Other funds holding IBDS

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SIC
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Truist Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return