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Lumature Wealth Partners’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Lumature Wealth Partners’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
2021
Q3 		– Sell
-102
Closed -$3K – 401
2021
Q2 		$3K Buy
+102
New +$2.71K ﹤0.01% 352

Other funds holding IBDR

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
ACA
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Lumature Wealth Partners's IBDR Position: Q3 2021 in Review

Lumature Wealth Partners sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2021, closing a stake of 102 shares — an estimated $3K sold.

Lumature Wealth Partners first reported a position in IBDR in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 113 funds tracked by Wall St. Rank hold IBDR as of Q3 2021.

  • Lumature Wealth Partners reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q3 2021 after selling out during the quarter.
  • Lumature Wealth Partners sold 102 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2021, an estimated $3K.
  • Lumature Wealth Partners first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2021 and held it in 1 quarter.
  • Lumature Wealth Partners's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $3K in Q2 2021.
  • 113 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2021.

Based on Lumature Wealth Partners's 13F filing for Q3 2021, filed 29 Oct 2021.