KIG
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Kowal Investment Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-1
Closed – – 489
2021
Q3 		$0 Buy
+1
New +$27 ﹤0.01% 955

Other funds holding IBDS

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Kowal Investment Group sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q4 2021, closing a stake of 1 share.

Kowal Investment Group first reported a position in IBDS in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 101 funds tracked by Wall St. Rank hold IBDS as of Q4 2021.

  • Kowal Investment Group reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 1 iShares iBonds Dec 2027 Term Corporate ETF share in Q4 2021.
  • Kowal Investment Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $0 in Q3 2021.
  • 101 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2021.

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