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Cribstone Capital Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Cribstone Capital Management’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
2022
Q4 		$371K Buy
15,855
+12,264
+342% +$284K 0.22% 87
2022
Q3 		$83K Buy
+3,591
New +$85.8K 0.05% 143

Other funds holding IBDS

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 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 IBDS Position: Q4 2022 in Review

Cribstone Capital Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 342% in Q4 2022, buying an estimated $284K and bringing the position to 15,855 shares worth $371K. The position accounts for 0.22% of the portfolio, ranked #87.

Cribstone Capital Management first reported a position in IBDS in Q3 2022 and has held it in 2 quarters since. 147 funds tracked by Wall St. Rank hold IBDS as of Q4 2022.

  • Cribstone Capital Management held 15,855 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $371K as of Q4 2022.
  • Cribstone Capital Management bought 12,264 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2022, an estimated $284K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.22% of Cribstone Capital Management's portfolio in Q4 2022, its #87 holding.
  • Cribstone Capital Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2022 and has held it in 2 quarters since.
  • 147 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2022.

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