Legacy CG
IBDV icon

Legacy CG’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Legacy CG’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,305
Closed -$28K – 83
2022
Q2 		$28K Buy
+1,305
New +$28.5K 0.02% 75
2022
Q1 		– Sell
-143,790
Closed -$3.61M – 60
2021
Q4 		$3.61M Buy
+143,790
New +$3.61M 2.17% 16

Other funds holding IBDV

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
SWMG
Signature Wealth Management Group Atlanta, Georgia $263M AUM 9.1% 1-Year Est. Return
4Thought Financial Group
4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legacy CG's IBDV Position: Q3 2022 in Review

Legacy CG sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q3 2022, closing a stake of 1,305 shares — an estimated $28K sold.

Legacy CG first reported a position in IBDV in Q4 2021 and held it in 2 quarters. The position peaked at $3.61M in Q4 2021. 44 funds tracked by Wall St. Rank hold IBDV as of Q3 2022.

  • Legacy CG reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q3 2022 after selling out during the quarter.
  • Legacy CG sold 1,305 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2022, an estimated $28K.
  • Legacy CG first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2021 and held it in 2 quarters.
  • Legacy CG's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $3.61M in Q4 2021.
  • 44 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2022.

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