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Focus Partners Advisor Solutions’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Focus Partners Advisor Solutions’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
Q3 		– Sell
-8,597
Closed -$205K – 420
2022
Q2 		$205K Hold
8,597
– – 0.02% 334
2022
Q1 		$214K Buy
8,597
+99
+1% +$2.54K 0.02% 296
2021
Q4 		$226K Buy
+8,498
New +$226K 0.05% 122

Other funds holding IBDS

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Focus Partners Advisor Solutions sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q3 2022, closing a stake of 8,597 shares — an estimated $205K sold.

Focus Partners Advisor Solutions first reported a position in IBDS in Q4 2021 and held it in 3 quarters. The position peaked at $226K in Q4 2021. 127 funds tracked by Wall St. Rank hold IBDS as of Q3 2022.

  • Focus Partners Advisor Solutions reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q3 2022 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 8,597 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2022, an estimated $205K.
  • Focus Partners Advisor Solutions first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2021 and held it in 3 quarters.
  • Focus Partners Advisor Solutions's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $226K in Q4 2021.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2022.

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