Kades & Cheifetz’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Kades & Cheifetz’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 Q4	$433K	Buy	+17,370	New	+$436K	0.22%	71

Other funds holding IBDT

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Kades & Cheifetz opened a new position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q4 2024: 17,370 shares worth $433K. The stake represents 0.22% of the portfolio and ranks #71 among its holdings.

327 funds tracked by Wall St. Rank hold IBDT as of Q4 2024.

Kades & Cheifetz held 17,370 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $433K as of Q4 2024.
iShares iBonds Dec 2028 Term Corporate ETF was a new Kades & Cheifetz position in Q4 2024.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.22% of Kades & Cheifetz's portfolio in Q4 2024, its #71 holding.
327 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q4 2024.

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