Moisand Fitzgerald Tamayo’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Moisand Fitzgerald Tamayo’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 Q2	–	Sell	-348	Closed	-$9K	–	413
2021 Q1	$9K	Hold	348	–	–	﹤0.01%	218
2020 Q4	$9K	Hold	348	–	–	﹤0.01%	221
2020 Q3	$9K	Hold	348	–	–	﹤0.01%	204
2020 Q2	$9K	Buy	+348	New	+$8.99K	0.01%	185

Other funds holding IBDR

CAI

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Moisand Fitzgerald Tamayo's IBDR Position: Q2 2021 in Review

Moisand Fitzgerald Tamayo sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2021, closing a stake of 348 shares — an estimated $9K sold.

Moisand Fitzgerald Tamayo first reported a position in IBDR in Q2 2020 and held it in 4 quarters. The position peaked at $9K in Q1 2021. 104 funds tracked by Wall St. Rank hold IBDR as of Q2 2021.

Moisand Fitzgerald Tamayo reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 348 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2021, an estimated $9K.
Moisand Fitzgerald Tamayo first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2020 and held it in 4 quarters.
Moisand Fitzgerald Tamayo's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $9K in Q1 2021.
104 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2021.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2021, filed 3 Aug 2021.