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HeadInvest LLC’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

HeadInvest LLC’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-310
Closed -$6.73K – 432
2023
Q3 		$6.73K Buy
+310
New +$6.89K ﹤0.01% 602

Other funds holding IBDU

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

HeadInvest LLC's IBDU Position: Q4 2023 in Review

HeadInvest LLC sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q4 2023, closing a stake of 310 shares — an estimated $6.73K sold.

HeadInvest LLC first reported a position in IBDU in Q3 2023 and held it in 1 quarter. The position peaked at $6.73K in Q3 2023. 156 funds tracked by Wall St. Rank hold IBDU as of Q4 2023.

  • HeadInvest LLC reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 310 iShares iBonds Dec 2029 Term Corporate ETF shares in Q4 2023, an estimated $6.73K.
  • HeadInvest LLC first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $6.73K in Q3 2023.
  • 156 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q4 2023.

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