Karp Capital Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Karp Capital Management’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
2022 Q4	–	Sell	-231,398	Closed	-$5.34M	–	44
2022 Q3	$5.34M	Sell	231,398 -65,112	-22%	-$1.55M	1.09%	36
2022 Q2	$7.05M	Sell	296,510 -523,301	-64%	-$12.6M	1.25%	26
2022 Q1	$20.2M	Sell	819,811 -9,332	-1%	-$236K	2.94%	4
2021 Q4	$21.6M	Buy	+829,143	New	+$21.7M	2.71%	4

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Karp Capital Management's IBDR Position: Q4 2022 in Review

Karp Capital Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2022, closing a stake of 231,398 shares — an estimated $5.34M sold.

Karp Capital Management first reported a position in IBDR in Q4 2021 and held it in 4 quarters. The position peaked at $21.6M in Q4 2021. 187 funds tracked by Wall St. Rank hold IBDR as of Q4 2022.

Karp Capital Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Karp Capital Management sold 231,398 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2022, an estimated $5.34M.
Karp Capital Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2021 and held it in 4 quarters.
Karp Capital Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $21.6M in Q4 2021.
187 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.