Kades & Cheifetz’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Kades & Cheifetz’s Portfolio IBDV Stock Details IBDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$206K	Buy	+9,631	New	+$208K	0.11%	104

Other funds holding IBDV

ACA

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIA

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

Kades & Cheifetz opened a new position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q4 2024: 9,631 shares worth $206K. The stake represents 0.11% of the portfolio and ranks #104 among its holdings.

212 funds tracked by Wall St. Rank hold IBDV as of Q4 2024.

Kades & Cheifetz held 9,631 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $206K as of Q4 2024.
iShares iBonds Dec 2030 Term Corporate ETF was a new Kades & Cheifetz position in Q4 2024.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.11% of Kades & Cheifetz's portfolio in Q4 2024, its #104 holding.
212 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q4 2024.

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