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

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

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

ACA

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Moisand Fitzgerald Tamayo's IBDS Position: Q4 2024 in Review

Moisand Fitzgerald Tamayo sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q4 2024, closing a stake of 35 shares — an estimated $853 sold.

Moisand Fitzgerald Tamayo first reported a position in IBDS in Q2 2020 and held it in 5 quarters. The position peaked at $7K in Q1 2021. 351 funds tracked by Wall St. Rank hold IBDS as of Q4 2024.

Moisand Fitzgerald Tamayo reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 35 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2024, an estimated $853.
Moisand Fitzgerald Tamayo first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2020 and held it in 5 quarters.
Moisand Fitzgerald Tamayo's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $7K in Q1 2021.
351 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2024, filed 4 Feb 2025.