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Cary Street Partners Investment Advisory’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,510
Closed -$29.3K – 1159
2023
Q3 		$29.3K Buy
+1,510
New +$30.1K ﹤0.01% 1005

Other funds holding IBDW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Cary Street Partners Investment Advisory sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q4 2023, closing a stake of 1,510 shares — an estimated $29.3K sold.

Cary Street Partners Investment Advisory first reported a position in IBDW in Q3 2023 and held it in 1 quarter. The position peaked at $29.3K in Q3 2023. 112 funds tracked by Wall St. Rank hold IBDW as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,510 iShares iBonds Dec 2031 Term Corporate ETF shares in Q4 2023, an estimated $29.3K.
  • Cary Street Partners Investment Advisory first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $29.3K in Q3 2023.
  • 112 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q4 2023.

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