KIG
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Kowal Investment Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-1
Closed – – 490
2021
Q3 		$0 Buy
+1
New +$29 ﹤0.01% 956

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

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

Kowal Investment Group sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q4 2021, closing a stake of 1 share.

Kowal Investment Group first reported a position in IBDT in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 84 funds tracked by Wall St. Rank hold IBDT as of Q4 2021.

  • Kowal Investment Group reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 1 iShares iBonds Dec 2028 Term Corporate ETF share in Q4 2021.
  • Kowal Investment Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $0 in Q3 2021.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q4 2021.

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