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Jackson Hole Capital Partners’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Jackson Hole Capital Partners’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
2024
Q1 		– Sell
-1,920
Closed -$48.2K – 278
2023
Q4 		$48.2K Buy
+1,920
New +$46.6K 0.01% 222

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CIA
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ACA
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Mercer Global Advisors
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Envestnet Asset Management
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WIC
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Jackson Hole Capital Partners's IBDT Position: Q1 2024 in Review

Jackson Hole Capital Partners sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q1 2024, closing a stake of 1,920 shares — an estimated $48.2K sold.

Jackson Hole Capital Partners first reported a position in IBDT in Q4 2023 and held it in 1 quarter. The position peaked at $48.2K in Q4 2023. 263 funds tracked by Wall St. Rank hold IBDT as of Q1 2024.

  • Jackson Hole Capital Partners reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
  • Jackson Hole Capital Partners sold 1,920 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2024, an estimated $48.2K.
  • Jackson Hole Capital Partners first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and held it in 1 quarter.
  • Jackson Hole Capital Partners's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $48.2K in Q4 2023.
  • 263 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2024.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2024, filed 9 May 2024.