KIG
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Kowal Investment Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-1
Closed – – 488
2021
Q3 		$0 Buy
+1
New +$27 ﹤0.01% 954

Other funds holding IBDR

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kowal Investment Group's IBDR Position: Q4 2021 in Review

Kowal Investment Group sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2021, closing a stake of 1 share.

Kowal Investment Group first reported a position in IBDR in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 123 funds tracked by Wall St. Rank hold IBDR as of Q4 2021.

  • Kowal Investment Group reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 1 iShares iBonds Dec 2026 Term Corporate ETF share in Q4 2021.
  • Kowal Investment Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $0 in Q3 2021.
  • 123 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.