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Mirsky Financial Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Mirsky Financial Management’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
Q4 		$272K Buy
+10,449
New +$274K 0.11% 47

Other funds holding IBDR

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mirsky Financial Management's IBDR Position: Q4 2021 in Review

Mirsky Financial Management opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2021: 10,449 shares worth $272K. The stake represents 0.11% of the portfolio and ranks #47 among its holdings.

124 funds tracked by Wall St. Rank hold IBDR as of Q4 2021.

  • Mirsky Financial Management held 10,449 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $272K as of Q4 2021.
  • iShares iBonds Dec 2026 Term Corporate ETF was a new Mirsky Financial Management position in Q4 2021.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.11% of Mirsky Financial Management's portfolio in Q4 2021, its #47 holding.
  • 124 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.