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L & S Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

L & S Advisors’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
Q4 		– Sell
-9,096
Closed -$210K – 341
2023
Q3 		$210K Buy
9,096
+133
+1% +$3.1K 0.03% 283
2023
Q2 		$210K Buy
+8,963
New +$212K 0.03% 288

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

L & S Advisors's IBDS Position: Q4 2023 in Review

L & S Advisors sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q4 2023, closing a stake of 9,096 shares — an estimated $210K sold.

L & S Advisors first reported a position in IBDS in Q2 2023 and held it in 2 quarters. The position peaked at $210K in Q3 2023. 270 funds tracked by Wall St. Rank hold IBDS as of Q4 2023.

  • L & S Advisors reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • L & S Advisors sold 9,096 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2023, an estimated $210K.
  • L & S Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2023 and held it in 2 quarters.
  • L & S Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $210K in Q3 2023.
  • 270 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2023.

Based on L & S Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.