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IRON Financial’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

IRON Financial’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
2023
Q2 		– Sell
-8,543
Closed -$203K – 105
2023
Q1 		$203K Sell
8,543
-1,516
-15% -$35.8K 0.11% 90
2022
Q4 		$235K Buy
+10,059
New +$233K 0.13% 81

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IRON Financial's IBDS Position: Q2 2023 in Review

IRON Financial sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2023, closing a stake of 8,543 shares — an estimated $203K sold.

IRON Financial first reported a position in IBDS in Q4 2022 and held it in 2 quarters. The position peaked at $235K in Q4 2022. 183 funds tracked by Wall St. Rank hold IBDS as of Q2 2023.

  • IRON Financial reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2023 after selling out during the quarter.
  • IRON Financial sold 8,543 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2023, an estimated $203K.
  • IRON Financial first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2022 and held it in 2 quarters.
  • IRON Financial's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $235K in Q4 2022.
  • 183 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2023.

Based on IRON Financial's 13F filing for Q2 2023, filed 24 Jul 2023.