Greater Midwest Financial Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Greater Midwest Financial Group’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 Q3	–	Sell	-24,179	Closed	-$583K	–	60
2024 Q2	$583K	Sell	24,179 -45,047	-65%	-$1.07M	0.37%	38
2024 Q1	$1.65M	Sell	69,226 -1,162	-2%	-$27.7K	1.03%	23
2023 Q4	$1.68M	Buy	+70,388	New	+$1.65M	1.14%	21

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Greater Midwest Financial Group's IBDR Position: Q3 2024 in Review

Greater Midwest Financial Group sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2024, closing a stake of 24,179 shares — an estimated $583K sold.

Greater Midwest Financial Group first reported a position in IBDR in Q4 2023 and held it in 3 quarters. The position peaked at $1.68M in Q4 2023. 335 funds tracked by Wall St. Rank hold IBDR as of Q3 2024.

Greater Midwest Financial Group reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
Greater Midwest Financial Group sold 24,179 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2024, an estimated $583K.
Greater Midwest Financial Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and held it in 3 quarters.
Greater Midwest Financial Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.68M in Q4 2023.
335 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2024.

Based on Greater Midwest Financial Group's 13F filing for Q3 2024, filed 16 Oct 2024.