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Money Concepts Capital’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Money Concepts Capital’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3
Closed -$73 – 1621
2022
Q4 		$73 Buy
+3
New +$72 ﹤0.01% 3178
2022
Q2 		– Sell
-3
Closed – – 1999
2022
Q1 		$0 Buy
+3
New +$82 ﹤0.01% 2721

Other funds holding IBDT

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Money Concepts Capital's IBDT Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q1 2023, closing a stake of 3 shares — an estimated $73 sold.

Money Concepts Capital first reported a position in IBDT in Q1 2022 and held it in 2 quarters. The position peaked at $73 in Q4 2022. 141 funds tracked by Wall St. Rank hold IBDT as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 3 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2023, an estimated $73.
  • Money Concepts Capital first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $73 in Q4 2022.
  • 141 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.