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HeadInvest LLC’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

HeadInvest LLC’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-115
Closed -$2.32K – 430
2023
Q3 		$2.32K Buy
+115
New +$2.4K ﹤0.01% 668

Other funds holding IBDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

HeadInvest LLC's IBDV Position: Q4 2023 in Review

HeadInvest LLC sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q4 2023, closing a stake of 115 shares — an estimated $2.32K sold.

HeadInvest LLC first reported a position in IBDV in Q3 2023 and held it in 1 quarter. The position peaked at $2.32K in Q3 2023. 134 funds tracked by Wall St. Rank hold IBDV as of Q4 2023.

  • HeadInvest LLC reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 115 iShares iBonds Dec 2030 Term Corporate ETF shares in Q4 2023, an estimated $2.32K.
  • HeadInvest LLC first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $2.32K in Q3 2023.
  • 134 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q4 2023.

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