Kistler-Tiffany Companies’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Kistler-Tiffany Companies’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
2023 Q2	$614K	Sell	25,050 -4,000	-14%	-$99K	0.1%	164
2023 Q1	$725K	Sell	29,050 -3,579	-11%	-$88.4K	0.14%	126
2022 Q4	$793K	Sell	32,629 -23,607	-42%	-$569K	0.16%	107
2022 Q3	$1.34M	Buy	56,236 +52,686	+1,484%	+$1.31M	0.3%	60
2022 Q2	$89K	Buy	+3,550	New	+$90K	0.02%	301

Other funds holding IBDT

ACA

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

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

CAI

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

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

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

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

Kistler-Tiffany Companies reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 14% in Q2 2023, selling an estimated $99K and leaving 25,050 shares worth $614K. The position accounts for 0.1% of the portfolio, ranked #164.

Kistler-Tiffany Companies first reported a position in IBDT in Q2 2022 and has held it in 5 quarters since. The position peaked at $1.34M in Q3 2022. 155 funds tracked by Wall St. Rank hold IBDT as of Q2 2023.

Kistler-Tiffany Companies held 25,050 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $614K as of Q2 2023.
Kistler-Tiffany Companies sold 4,000 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2023, an estimated $99K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.1% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #164 holding.
Kistler-Tiffany Companies first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2022 and has held it in 5 quarters since.
Kistler-Tiffany Companies's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $1.34M in Q3 2022.
155 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2023.

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