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Cary Street Partners Investment Advisory’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,188
Closed -$24.2K – 1158
2023
Q3 		$24.2K Buy
+1,188
New +$24.7K ﹤0.01% 1059

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Bank of America
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UBS Group
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SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
GA
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ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Cary Street Partners Investment Advisory's IBDV Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q4 2023, closing a stake of 1,188 shares — an estimated $24.2K sold.

Cary Street Partners Investment Advisory first reported a position in IBDV in Q3 2023 and held it in 1 quarter. The position peaked at $24.2K in Q3 2023. 134 funds tracked by Wall St. Rank hold IBDV as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,188 iShares iBonds Dec 2030 Term Corporate ETF shares in Q4 2023, an estimated $24.2K.
  • Cary Street Partners Investment Advisory first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $24.2K in Q3 2023.
  • 134 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.