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Legacy CG’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Legacy CG’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,139
Closed -$72K – 84
2022
Q2 		$72K Sell
3,139
-130,611
-98% -$3.04M 0.05% 57
2022
Q1 		$3.28M Sell
133,750
-2,898
-2% -$73.1K 2.13% 20
2021
Q4 		$3.6M Buy
+136,648
New +$3.61M 2.16% 17

Other funds holding IBDU

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Legacy CG's IBDU Position: Q3 2022 in Review

Legacy CG sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q3 2022, closing a stake of 3,139 shares — an estimated $72K sold.

Legacy CG first reported a position in IBDU in Q4 2021 and held it in 3 quarters. The position peaked at $3.6M in Q4 2021. 68 funds tracked by Wall St. Rank hold IBDU as of Q3 2022.

  • Legacy CG reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q3 2022 after selling out during the quarter.
  • Legacy CG sold 3,139 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2022, an estimated $72K.
  • Legacy CG first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2021 and held it in 3 quarters.
  • Legacy CG's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $3.6M in Q4 2021.
  • 68 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2022.

Based on Legacy CG's 13F filing for Q3 2022, filed 4 Nov 2022.