Legacy CG
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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

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial Services Advisors
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 $79.5B AUM 27.1% 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.