Iowa State Bank’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Iowa State Bank’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-48,321	Closed	-$1.1M	–	119
2022 Q2	$1.1M	Sell	48,321 -14,273	-23%	-$332K	0.29%	76
2022 Q1	$1.53M	Buy	62,594 +13,521	+28%	+$341K	0.36%	73
2021 Q4	$1.29M	Sell	49,073 -1,776	-3%	-$46.9K	0.3%	77
2021 Q3	$1.35M	Buy	50,849 +5,959	+13%	+$161K	0.38%	73
2021 Q2	$1.2M	Buy	44,890 +24,304	+118%	+$643K	0.34%	78
2021 Q1	$538K	Buy	+20,586	New	+$550K	0.16%	92

Other funds holding IBDU

ACA

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Iowa State Bank's IBDU Position: Q3 2022 in Review

Iowa State Bank sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q3 2022, closing a stake of 48,321 shares — an estimated $1.1M sold.

Iowa State Bank first reported a position in IBDU in Q1 2021 and held it in 6 quarters. The position peaked at $1.53M in Q1 2022. 68 funds tracked by Wall St. Rank hold IBDU as of Q3 2022.

Iowa State Bank reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q3 2022 after selling out during the quarter.
Iowa State Bank sold 48,321 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2022, an estimated $1.1M.
Iowa State Bank first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2021 and held it in 6 quarters.
Iowa State Bank's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $1.53M in Q1 2022.
68 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2022.

Based on Iowa State Bank's 13F filing for Q3 2022, filed 14 Oct 2022.