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Lumature Wealth Partners’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Lumature Wealth Partners’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-99
Closed -$3K – 402
2021
Q2 		$3K Buy
+99
New +$2.67K ﹤0.01% 353

Other funds holding IBDS

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Lumature Wealth Partners sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q3 2021, closing a stake of 99 shares — an estimated $3K sold.

Lumature Wealth Partners first reported a position in IBDS in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 96 funds tracked by Wall St. Rank hold IBDS as of Q3 2021.

  • Lumature Wealth Partners reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q3 2021 after selling out during the quarter.
  • Lumature Wealth Partners sold 99 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2021, an estimated $3K.
  • Lumature Wealth Partners first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2021 and held it in 1 quarter.
  • Lumature Wealth Partners's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $3K in Q2 2021.
  • 96 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2021.

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