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IBEX Wealth Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

IBEX Wealth Advisors’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
2021
Q4 		– Sell
-169
Closed -$5K – 295
2021
Q3 		$5K Buy
+169
New +$4.59K ﹤0.01% 400
2019
Q3 		– Sell
-169
Closed -$4K – 204
2019
Q2 		$4K Buy
+169
New +$4.18K ﹤0.01% 364

Other funds holding IBDS

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q4 2021, closing a stake of 169 shares — an estimated $5K sold.

IBEX Wealth Advisors first reported a position in IBDS in Q2 2019 and held it in 2 quarters. The position peaked at $5K in Q3 2021. 101 funds tracked by Wall St. Rank hold IBDS as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 169 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2021, an estimated $5K.
  • IBEX Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2019 and held it in 2 quarters.
  • IBEX Wealth Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $5K in Q3 2021.
  • 101 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2021.

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