MB, Levis & Associates’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

MB, Levis & Associates’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
2023 Q4	–	Sell	-197	Closed	-$4.56K	–	280
2023 Q3	$4.56K	Buy	197 +2	+1%	+$47	﹤0.01%	218
2023 Q2	$4.58K	Buy	195 +2	+1%	+$47	﹤0.01%	221
2023 Q1	$4.61K	Buy	193 +1	+0.5%	+$24	﹤0.01%	224
2022 Q4	$4.49K	Buy	+192	New	+$4.45K	﹤0.01%	211

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MB, Levis & Associates's IBDS Position: Q4 2023 in Review

MB, Levis & Associates sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q4 2023, closing a stake of 197 shares — an estimated $4.56K sold.

MB, Levis & Associates first reported a position in IBDS in Q4 2022 and held it in 4 quarters. The position peaked at $4.61K in Q1 2023. 270 funds tracked by Wall St. Rank hold IBDS as of Q4 2023.

MB, Levis & Associates reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
MB, Levis & Associates sold 197 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2023, an estimated $4.56K.
MB, Levis & Associates first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2022 and held it in 4 quarters.
MB, Levis & Associates's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $4.61K in Q1 2023.
270 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2023.

Based on MB, Levis & Associates's 13F filing for Q4 2023, filed 7 May 2025.