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Focus Partners Advisor Solutions’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Focus Partners Advisor Solutions’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
Q3 		– Sell
-8,043
Closed -$201K – 421
2022
Q2 		$201K Hold
8,043
– – 0.02% 342
2022
Q1 		$212K Buy
8,043
+97
+1% +$2.64K 0.02% 300
2021
Q4 		$225K Buy
+7,946
New +$226K 0.05% 123

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
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Focus Partners Advisor Solutions sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q3 2022, closing a stake of 8,043 shares — an estimated $201K sold.

Focus Partners Advisor Solutions first reported a position in IBDT in Q4 2021 and held it in 3 quarters. The position peaked at $225K in Q4 2021. 103 funds tracked by Wall St. Rank hold IBDT as of Q3 2022.

  • Focus Partners Advisor Solutions reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q3 2022 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 8,043 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2022, an estimated $201K.
  • Focus Partners Advisor Solutions first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2021 and held it in 3 quarters.
  • Focus Partners Advisor Solutions's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $225K in Q4 2021.
  • 103 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2022.

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