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Cribstone Capital Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Cribstone Capital 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
2022
Q4 		$2.42M Buy
103,526
+58,945
+132% +$1.37M 1.41% 21
2022
Q3 		$1.03M Buy
+44,581
New +$1.06M 0.64% 46

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cribstone Capital Management's IBDR Position: Q4 2022 in Review

Cribstone Capital Management increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 132% in Q4 2022, buying an estimated $1.37M and bringing the position to 103,526 shares worth $2.42M. The position accounts for 1.41% of the portfolio, ranked #21.

Cribstone Capital Management first reported a position in IBDR in Q3 2022 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold IBDR as of Q4 2022.

  • Cribstone Capital Management held 103,526 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $2.42M as of Q4 2022.
  • Cribstone Capital Management bought 58,945 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2022, an estimated $1.37M.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 1.41% of Cribstone Capital Management's portfolio in Q4 2022, its #21 holding.
  • Cribstone Capital Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2022 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2022.

Based on Cribstone Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.