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HeadInvest LLC’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

HeadInvest LLC’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
2023
Q4 		– Sell
-305
Closed -$7.01K – 428
2023
Q3 		$7.01K Buy
+305
New +$7.12K ﹤0.01% 596

Other funds holding IBDS

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HeadInvest LLC's IBDS Position: Q4 2023 in Review

HeadInvest LLC sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q4 2023, closing a stake of 305 shares — an estimated $7.01K sold.

HeadInvest LLC first reported a position in IBDS in Q3 2023 and held it in 1 quarter. The position peaked at $7.01K in Q3 2023. 270 funds tracked by Wall St. Rank hold IBDS as of Q4 2023.

  • HeadInvest LLC reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 305 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2023, an estimated $7.01K.
  • HeadInvest LLC first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $7.01K in Q3 2023.
  • 270 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.