Householder Group Estate & Retirement Specialist’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-336	Closed	-$8K	–	831
2024 Q3	$8K	Buy	336 +3	+0.9%	+$72	﹤0.01%	853
2024 Q2	$7K	Sell	333 -1,090	-77%	-$25.8K	﹤0.01%	882
2024 Q1	$33.9K	Sell	1,423 -13	-0.9%	-$310	0.01%	555
2023 Q4	$34K	Sell	1,436 -1,087	-43%	-$25.4K	0.01%	539
2023 Q3	$58.4K	Buy	+2,523	New	+$58.9K	0.02%	413
2023 Q1	$70K	Buy	+2,950	New	+$69.6K	0.03%	371
2022 Q4	–	Sell	-10,383	Closed	-$238K	–	666
2022 Q3	$238K	Sell	10,383 -102	-1%	-$2.44K	0.1%	173
2022 Q2	$250K	Sell	10,485 -839	-7%	-$20.3K	0.11%	171
2022 Q1	$282K	Sell	11,324 -228	-2%	-$5.85K	0.11%	164
2021 Q4	$307K	Buy	+11,552	New	+$308K	0.11%	165

Other funds holding IBDS

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IBDS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q4 2024, closing a stake of 336 shares — an estimated $8K sold.

Householder Group Estate & Retirement Specialist first reported a position in IBDS in Q4 2021 and held it in 10 quarters. The position peaked at $307K in Q4 2021. 349 funds tracked by Wall St. Rank hold IBDS as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 336 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2024, an estimated $8K.
Householder Group Estate & Retirement Specialist first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2021 and held it in 10 quarters.
Householder Group Estate & Retirement Specialist's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $307K in Q4 2021.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.