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Legacy CG’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Legacy CG’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
2022
Q4 		– Sell
-19,655
Closed -$468K – 48
2022
Q3 		$468K Sell
19,655
-103,836
-84% -$2.59M 0.31% 46
2022
Q2 		$3.08M Buy
123,491
+2,745
+2% +$69.6K 2.12% 16
2022
Q1 		$3.18M Sell
120,746
-4,528
-4% -$123K 2.07% 24
2021
Q4 		$3.54M Buy
+125,274
New +$3.56M 2.13% 18

Other funds holding IBDT

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy CG's IBDT Position: Q4 2022 in Review

Legacy CG sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q4 2022, closing a stake of 19,655 shares — an estimated $468K sold.

Legacy CG first reported a position in IBDT in Q4 2021 and held it in 4 quarters. The position peaked at $3.54M in Q4 2021. 123 funds tracked by Wall St. Rank hold IBDT as of Q4 2022.

  • Legacy CG reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Legacy CG sold 19,655 iShares iBonds Dec 2028 Term Corporate ETF shares in Q4 2022, an estimated $468K.
  • Legacy CG first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2021 and held it in 4 quarters.
  • Legacy CG's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $3.54M in Q4 2021.
  • 123 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q4 2022.

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