Kistler-Tiffany Companies’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Kistler-Tiffany Companies’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$281K	Sell	11,950 -11,626	-49%	-$275K	0.05%	285
2023 Q1	$562K	Sell	23,576 -1,859	-7%	-$43.9K	0.11%	144
2022 Q4	$594K	Buy	25,435 +3,517	+16%	+$81.5K	0.12%	129
2022 Q3	$504K	Buy	+21,918	New	+$524K	0.11%	127

Other funds holding IBDS

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CAI

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

RJFSA

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

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

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

Kistler-Tiffany Companies reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 49% in Q2 2023, selling an estimated $275K and leaving 11,950 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #285.

Kistler-Tiffany Companies first reported a position in IBDS in Q3 2022 and has held it in 4 quarters since. The position peaked at $594K in Q4 2022. 183 funds tracked by Wall St. Rank hold IBDS as of Q2 2023.

Kistler-Tiffany Companies held 11,950 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $281K as of Q2 2023.
Kistler-Tiffany Companies sold 11,626 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2023, an estimated $275K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.05% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #285 holding.
Kistler-Tiffany Companies first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2022 and has held it in 4 quarters since.
Kistler-Tiffany Companies's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $594K in Q4 2022.
183 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2023.

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