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HeadInvest LLC’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

HeadInvest LLC’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-100
Closed -$2.37K – 433
2023
Q3 		$2.37K Buy
+100
New +$2.47K ﹤0.01% 665

Other funds holding IBDY

GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HeadInvest LLC's IBDY Position: Q4 2023 in Review

HeadInvest LLC sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q4 2023, closing a stake of 100 shares — an estimated $2.37K sold.

HeadInvest LLC first reported a position in IBDY in Q3 2023 and held it in 1 quarter. The position peaked at $2.37K in Q3 2023. 48 funds tracked by Wall St. Rank hold IBDY as of Q4 2023.

  • HeadInvest LLC reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 100 iShares iBonds Dec 2033 Term Corporate ETF shares in Q4 2023, an estimated $2.37K.
  • HeadInvest LLC first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $2.37K in Q3 2023.
  • 48 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q4 2023.

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