KPCM
IBDO

Kings Point Capital Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Kings Point Capital Management’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,889
Closed -$49K – 571
2021
Q1 		$49K Sell
1,889
-627
-25% -$16.4K ﹤0.01% 338
2020
Q4 		$66K Hold
2,516
– – 0.01% 291
2020
Q3 		$66K Buy
+2,516
New +$66K 0.01% 285

Other funds holding IBDO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Kings Point Capital Management's IBDO Position: Q2 2021 in Review

Kings Point Capital Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q2 2021, closing a stake of 1,889 shares — an estimated $49K sold.

Kings Point Capital Management first reported a position in IBDO in Q3 2020 and held it in 3 quarters. The position peaked at $66K in Q4 2020. 201 funds tracked by Wall St. Rank hold IBDO as of Q2 2021.

  • Kings Point Capital Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
  • Kings Point Capital Management sold 1,889 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2021, an estimated $49K.
  • Kings Point Capital Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2020 and held it in 3 quarters.
  • Kings Point Capital Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $66K in Q4 2020.
  • 201 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2021.

Based on Kings Point Capital Management's 13F filing for Q2 2021, filed 13 Aug 2021.