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Iowa State Bank’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Iowa State Bank’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-12,265
Closed -$255K – 118
2022
Q2 		$255K Buy
+12,265
New +$261K 0.07% 102

Other funds holding IBDW

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $202M AUM 11.53% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Iowa State Bank sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q3 2022, closing a stake of 12,265 shares — an estimated $255K sold.

Iowa State Bank first reported a position in IBDW in Q2 2022 and held it in 1 quarter. The position peaked at $255K in Q2 2022. 32 funds tracked by Wall St. Rank hold IBDW as of Q3 2022.

  • Iowa State Bank reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q3 2022 after selling out during the quarter.
  • Iowa State Bank sold 12,265 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2022, an estimated $255K.
  • Iowa State Bank first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2022 and held it in 1 quarter.
  • Iowa State Bank's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $255K in Q2 2022.
  • 32 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2022.

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