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Cribstone Capital Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Cribstone Capital Management’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$3.37M Buy
138,788
+127,906
+1,175% +$3.08M 1.96% 13
2022
Q3 		$259K Buy
+10,882
New +$271K 0.16% 96

Other funds holding IBDT

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 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
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 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

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

Cribstone Capital Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 1,175% in Q4 2022, buying an estimated $3.08M and bringing the position to 138,788 shares worth $3.37M. The position accounts for 1.96% of the portfolio, ranked #13.

Cribstone Capital Management first reported a position in IBDT in Q3 2022 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold IBDT as of Q4 2022.

  • Cribstone Capital Management held 138,788 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $3.37M as of Q4 2022.
  • Cribstone Capital Management bought 127,906 iShares iBonds Dec 2028 Term Corporate ETF shares in Q4 2022, an estimated $3.08M.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 1.96% of Cribstone Capital Management's portfolio in Q4 2022, its #13 holding.
  • Cribstone Capital Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2022 and has held it in 2 quarters since.
  • 123 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q4 2022.

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