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Legacy CG’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Legacy CG’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
2022
Q4 		– Sell
-20,649
Closed -$477K – 46
2022
Q3 		$477K Sell
20,649
-69,280
-77% -$1.65M 0.31% 45
2022
Q2 		$2.14M Sell
89,929
-42,404
-32% -$1.02M 1.47% 30
2022
Q1 		$3.26M Buy
132,333
+111,358
+531% +$2.82M 2.12% 21
2021
Q4 		$547K Buy
+20,975
New +$549K 0.33% 45

Other funds holding IBDR

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
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Legacy CG's IBDR Position: Q4 2022 in Review

Legacy CG sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2022, closing a stake of 20,649 shares — an estimated $477K sold.

Legacy CG first reported a position in IBDR in Q4 2021 and held it in 4 quarters. The position peaked at $3.26M in Q1 2022. 187 funds tracked by Wall St. Rank hold IBDR as of Q4 2022.

  • Legacy CG reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Legacy CG sold 20,649 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2022, an estimated $477K.
  • Legacy CG first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2021 and held it in 4 quarters.
  • Legacy CG's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $3.26M in Q1 2022.
  • 187 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2022.

Based on Legacy CG's 13F filing for Q4 2022, filed 13 Feb 2023.