JHCP
IBDR icon

Jackson Hole Capital Partners’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Jackson Hole Capital Partners’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-18,945
Closed -$499K – 247
2021
Q1 		$499K Buy
+18,945
New +$506K 0.21% 98

Other funds holding IBDR

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Jackson Hole Capital Partners's IBDR Position: Q2 2021 in Review

Jackson Hole Capital Partners sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2021, closing a stake of 18,945 shares — an estimated $499K sold.

Jackson Hole Capital Partners first reported a position in IBDR in Q1 2021 and held it in 1 quarter. The position peaked at $499K in Q1 2021. 104 funds tracked by Wall St. Rank hold IBDR as of Q2 2021.

  • Jackson Hole Capital Partners reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
  • Jackson Hole Capital Partners sold 18,945 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2021, an estimated $499K.
  • Jackson Hole Capital Partners first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2021 and held it in 1 quarter.
  • Jackson Hole Capital Partners's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $499K in Q1 2021.
  • 104 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2021.

Based on Jackson Hole Capital Partners's 13F filing for Q2 2021, filed 28 Jul 2021.