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Focus Partners Advisor Solutions’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Focus Partners Advisor Solutions’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
Q3 		– Sell
-8,641
Closed -$206K – 419
2022
Q2 		$206K Hold
8,641
– – 0.02% 332
2022
Q1 		$213K Buy
8,641
+99
+1% +$2.5K 0.02% 299
2021
Q4 		$223K Buy
+8,542
New +$224K 0.05% 124

Other funds holding IBDR

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return

Focus Partners Advisor Solutions's IBDR Position: Q3 2022 in Review

Focus Partners Advisor Solutions sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2022, closing a stake of 8,641 shares — an estimated $206K sold.

Focus Partners Advisor Solutions first reported a position in IBDR in Q4 2021 and held it in 3 quarters. The position peaked at $223K in Q4 2021. 166 funds tracked by Wall St. Rank hold IBDR as of Q3 2022.

  • Focus Partners Advisor Solutions reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q3 2022 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 8,641 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2022, an estimated $206K.
  • Focus Partners Advisor Solutions first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2021 and held it in 3 quarters.
  • Focus Partners Advisor Solutions's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $223K in Q4 2021.
  • 166 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2022.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.