MFT
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Moisand Fitzgerald Tamayo’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Moisand Fitzgerald Tamayo’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
2024
Q4 		– Sell
-35
Closed -$853 – 613
2024
Q3 		$853 Buy
+35
New +$843 ﹤0.01% 575
2021
Q2 		– Sell
-252
Closed -$7K – 414
2021
Q1 		$7K Hold
252
– – ﹤0.01% 240
2020
Q4 		$7K Hold
252
– – ﹤0.01% 236
2020
Q3 		$7K Hold
252
– – ﹤0.01% 219
2020
Q2 		$7K Buy
+252
New +$6.55K ﹤0.01% 205

Other funds holding IBDS

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return