HeadInvest LLC’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

HeadInvest LLC’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
2023 Q4	–	Sell	-300	Closed	-$7.16K	–	429
2023 Q3	$7.16K	Buy	+300	New	+$7.3K	﹤0.01%	593

Other funds holding IBDT

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HeadInvest LLC's IBDT Position: Q4 2023 in Review

HeadInvest LLC sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q4 2023, closing a stake of 300 shares — an estimated $7.16K sold.

HeadInvest LLC first reported a position in IBDT in Q3 2023 and held it in 1 quarter. The position peaked at $7.16K in Q3 2023. 236 funds tracked by Wall St. Rank hold IBDT as of Q4 2023.

HeadInvest LLC reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 300 iShares iBonds Dec 2028 Term Corporate ETF shares in Q4 2023, an estimated $7.16K.
HeadInvest LLC first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $7.16K in Q3 2023.
236 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q4 2023.

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