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Godsey & Gibb Inc’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Godsey & Gibb Inc’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
2024
Q4 		– Sell
-2,195
Closed -$53.3K – 400
2024
Q3 		$53.3K Sell
2,195
-4,250
-66% -$102K 0.01% 171
2024
Q2 		$154K Sell
6,445
-1,520
-19% -$36.1K 0.02% 129
2024
Q1 		$190K Sell
7,965
-595
-7% -$14.2K 0.02% 107
2023
Q4 		$205K Sell
8,560
-2,085
-20% -$49K 0.02% 103
2023
Q3 		$248K Sell
10,645
-5,090
-32% -$119K 0.03% 91
2023
Q2 		$369K Sell
15,735
-8,135
-34% -$192K 0.04% 81
2023
Q1 		$566K Sell
23,870
-22,980
-49% -$541K 0.07% 60
2022
Q4 		$1.09M Buy
+46,850
New +$1.09M 0.21% 34
2022
Q2 		– Sell
-87,330
Closed -$2.15M – 134
2022
Q1 		$2.15M Buy
+87,330
New +$2.21M 0.82% 14
2021
Q3 		– Sell
-94,400
Closed -$2.51M – 110
2021
Q2 		$2.51M Sell
94,400
-1,380
-1% -$36.6K 1.5% 9
2021
Q1 		$2.52M Sell
95,780
-6,620
-6% -$177K 0.31% 48
2020
Q4 		$2.77M Sell
102,400
-2,840
-3% -$76.4K 0.37% 47
2020
Q3 		$2.82M Sell
105,240
-2,730
-3% -$73.3K 0.43% 47
2020
Q2 		$2.88M Sell
107,970
-12,245
-10% -$316K 0.46% 46
2020
Q1 		$2.95M Buy
120,215
+53,955
+81% +$1.37M 0.56% 43
2019
Q4 		$1.69M Buy
+66,260
New +$1.69M 0.24% 49

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Capital Advisors Inc
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HM Payson & Co
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Godsey & Gibb Inc's IBDR Position: Q4 2024 in Review

Godsey & Gibb Inc sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2024, closing a stake of 2,195 shares — an estimated $53.3K sold.

Godsey & Gibb Inc first reported a position in IBDR in Q4 2019 and held it in 16 quarters. The position peaked at $2.95M in Q1 2020. 368 funds tracked by Wall St. Rank hold IBDR as of Q4 2024.

  • Godsey & Gibb Inc reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Godsey & Gibb Inc sold 2,195 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2024, an estimated $53.3K.
  • Godsey & Gibb Inc first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2019 and held it in 16 quarters.
  • Godsey & Gibb Inc's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $2.95M in Q1 2020.
  • 368 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2024.

Based on Godsey & Gibb Inc's 13F filing for Q4 2024, filed 14 Jan 2025.