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IBEX Wealth Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

IBEX Wealth Advisors’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-172
Closed -$5K – 294
2021
Q3 		$5K Buy
+172
New +$4.58K ﹤0.01% 399
2019
Q3 		– Sell
-172
Closed -$4K – 203
2019
Q2 		$4K Buy
+172
New +$4.2K ﹤0.01% 363

Other funds holding IBDR

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IBEX Wealth Advisors's IBDR Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2021, closing a stake of 172 shares — an estimated $5K sold.

IBEX Wealth Advisors first reported a position in IBDR in Q2 2019 and held it in 2 quarters. The position peaked at $5K in Q3 2021. 123 funds tracked by Wall St. Rank hold IBDR as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 172 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2021, an estimated $5K.
  • IBEX Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2019 and held it in 2 quarters.
  • IBEX Wealth Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $5K in Q3 2021.
  • 123 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.