Kades & Cheifetz’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Kades & Cheifetz’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
2024 Q4	$421K	Buy	+17,582	New	+$423K	0.22%	75

Other funds holding IBDS

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ACA

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

Kades & Cheifetz's IBDS Position: Q4 2024 in Review

Kades & Cheifetz opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q4 2024: 17,582 shares worth $421K. The stake represents 0.22% of the portfolio and ranks #75 among its holdings.

349 funds tracked by Wall St. Rank hold IBDS as of Q4 2024.

Kades & Cheifetz held 17,582 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $421K as of Q4 2024.
iShares iBonds Dec 2027 Term Corporate ETF was a new Kades & Cheifetz position in Q4 2024.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.22% of Kades & Cheifetz's portfolio in Q4 2024, its #75 holding.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.