Kistler-Tiffany Companies’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Kistler-Tiffany Companies’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
2023 Q2	$1.58M	Sell	67,350 -24,300	-27%	-$574K	0.26%	77
2023 Q1	$2.17M	Sell	91,650 -8,157	-8%	-$192K	0.41%	46
2022 Q4	$2.33M	Sell	99,807 -64,970	-39%	-$1.51M	0.48%	39
2022 Q3	$3.81M	Buy	164,777 +106,686	+184%	+$2.54M	0.86%	23
2022 Q2	$1.38M	Buy	+58,091	New	+$1.4M	0.3%	59

Other funds holding IBDR

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

HFRG

Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

CAI

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Kistler-Tiffany Companies's IBDR Position: Q2 2023 in Review

Kistler-Tiffany Companies reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 27% in Q2 2023, selling an estimated $574K and leaving 67,350 shares worth $1.58M. The position accounts for 0.26% of the portfolio, ranked #77.

Kistler-Tiffany Companies first reported a position in IBDR in Q2 2022 and has held it in 5 quarters since. The position peaked at $3.81M in Q3 2022. 210 funds tracked by Wall St. Rank hold IBDR as of Q2 2023.

Kistler-Tiffany Companies held 67,350 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.58M as of Q2 2023.
Kistler-Tiffany Companies sold 24,300 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2023, an estimated $574K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.26% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #77 holding.
Kistler-Tiffany Companies first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2022 and has held it in 5 quarters since.
Kistler-Tiffany Companies's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $3.81M in Q3 2022.
210 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.