KPCM
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Kings Point Capital Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Kings Point 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
2020
Q4 		– Sell
-628
Closed -$17K – 497
2020
Q3 		$17K Buy
+628
New +$16.9K ﹤0.01% 428

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Kings Point Capital Management's IBDR Position: Q4 2020 in Review

Kings Point Capital Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2020, closing a stake of 628 shares — an estimated $17K sold.

Kings Point Capital Management first reported a position in IBDR in Q3 2020 and held it in 1 quarter. The position peaked at $17K in Q3 2020. 98 funds tracked by Wall St. Rank hold IBDR as of Q4 2020.

  • Kings Point Capital Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Kings Point Capital Management sold 628 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2020, an estimated $17K.
  • Kings Point Capital Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2020 and held it in 1 quarter.
  • Kings Point Capital Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $17K in Q3 2020.
  • 98 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2020.

Based on Kings Point Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.