Goldman Sachs
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Goldman Sachs’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Goldman Sachs’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
2024
Q1 		– Sell
-93,669
Closed -$2.24M – 5703
2023
Q4 		$2.24M Buy
+93,669
New +$2.19M ﹤0.01% 3831

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Shufro Rose & Co
Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital Advisors Inc
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs's IBDS Position: Q1 2024 in Review

Goldman Sachs sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q1 2024, closing a stake of 93,669 shares — an estimated $2.24M sold.

Goldman Sachs first reported a position in IBDS in Q4 2023 and held it in 1 quarter. The position peaked at $2.24M in Q4 2023. 302 funds tracked by Wall St. Rank hold IBDS as of Q1 2024.

  • Goldman Sachs reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
  • Goldman Sachs sold 93,669 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2024, an estimated $2.24M.
  • Goldman Sachs first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and held it in 1 quarter.
  • Goldman Sachs's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $2.24M in Q4 2023.
  • 302 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2024.

Based on Goldman Sachs's 13F filing for Q1 2024, filed 15 May 2024.