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Corda Investment Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Corda Investment Management’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
2023
Q2 		– Sell
-942,230
Closed -$22.3M – 26
2023
Q1 		$22.4M Buy
942,230
+70,215
+8% +$1.65M 1.79% 27
2022
Q4 		$20.4M Buy
872,015
+97,130
+13% +$2.26M 1.66% 27
2022
Q3 		$17.9M Buy
774,885
+685,930
+771% +$16.3M 1.6% 30
2022
Q2 		$2.12M Buy
+88,955
New +$2.14M 0.18% 54

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Corda Investment Management's IBDR Position: Q2 2023 in Review

Corda Investment Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2023, closing a stake of 942,230 shares — an estimated $22.3M sold.

Corda Investment Management first reported a position in IBDR in Q2 2022 and held it in 4 quarters. The position peaked at $22.4M in Q1 2023. 210 funds tracked by Wall St. Rank hold IBDR as of Q2 2023.

  • Corda Investment Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2023 after selling out during the quarter.
  • Corda Investment Management sold 942,230 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2023, an estimated $22.3M.
  • Corda Investment Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2022 and held it in 4 quarters.
  • Corda Investment Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $22.4M in Q1 2023.
  • 210 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2023.

Based on Corda Investment Management's 13F filing for Q2 2023, filed 10 Aug 2023.