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IBEX Wealth Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

IBEX Wealth Advisors’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
2021
Q4 		– Sell
-160
Closed -$5K – 296
2021
Q3 		$5K Buy
+160
New +$4.64K ﹤0.01% 401
2019
Q3 		– Sell
-160
Closed -$4K – 205
2019
Q2 		$4K Buy
+160
New +$4.21K ﹤0.01% 365

Other funds holding IBDT

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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q4 2021, closing a stake of 160 shares — an estimated $5K sold.

IBEX Wealth Advisors first reported a position in IBDT in Q2 2019 and held it in 2 quarters. The position peaked at $5K in Q3 2021. 84 funds tracked by Wall St. Rank hold IBDT as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 160 iShares iBonds Dec 2028 Term Corporate ETF shares in Q4 2021, an estimated $5K.
  • IBEX Wealth Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2019 and held it in 2 quarters.
  • IBEX Wealth Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $5K in Q3 2021.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q4 2021.

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