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Kings Point Capital Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Kings Point Capital Management’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
2020
Q4 		– Sell
-578
Closed -$17K – 499
2020
Q3 		$17K Buy
+578
New +$16.9K ﹤0.01% 430

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Kings Point Capital Management sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q4 2020, closing a stake of 578 shares — an estimated $17K sold.

Kings Point Capital Management first reported a position in IBDT in Q3 2020 and held it in 1 quarter. The position peaked at $17K in Q3 2020. 73 funds tracked by Wall St. Rank hold IBDT as of Q4 2020.

  • Kings Point Capital Management reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Kings Point Capital Management sold 578 iShares iBonds Dec 2028 Term Corporate ETF shares in Q4 2020, an estimated $17K.
  • Kings Point Capital Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2020 and held it in 1 quarter.
  • Kings Point Capital Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $17K in Q3 2020.
  • 73 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q4 2020.

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