Householder Group Estate & Retirement Specialist’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q1	–	Sell	-20	Closed	–	–	1294
2023 Q4	$0	Sell	20 -890	-98%	-$21.6K	﹤0.01%	1229
2023 Q3	$21.9K	Buy	+910	New	+$22.1K	0.01%	623
2023 Q1	$22K	Buy	+892	New	+$22K	0.01%	617
2022 Q4	–	Sell	-880	Closed	-$20K	–	667
2022 Q3	$20K	Buy	+880	New	+$22K	0.01%	572

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

CAI

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

CIA

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

ACA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IBDT Position: Q1 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q1 2024, closing a stake of 20 shares.

Householder Group Estate & Retirement Specialist first reported a position in IBDT in Q3 2022 and held it in 4 quarters. The position peaked at $22K in Q1 2023. 263 funds tracked by Wall St. Rank hold IBDT as of Q1 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 20 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2024.
Householder Group Estate & Retirement Specialist first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2022 and held it in 4 quarters.
Householder Group Estate & Retirement Specialist's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $22K in Q1 2023.
263 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2024, filed 3 May 2024.