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Monumental Financial Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Monumental Financial Group’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
2024
Q3 		$14M Buy
549,429
+172,886
+46% +$4.36M 5.2% 8
2024
Q2 		$9.33M Buy
+376,543
New +$9.28M 4.07% 10

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Monumental Financial Group's IBDT Position: Q3 2024 in Review

Monumental Financial Group increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 46% in Q3 2024, buying an estimated $4.36M and bringing the position to 549,429 shares worth $14M. The position accounts for 5.2% of the portfolio, ranked #8.

Monumental Financial Group first reported a position in IBDT in Q2 2024 and has held it in 2 quarters since. 291 funds tracked by Wall St. Rank hold IBDT as of Q3 2024.

  • Monumental Financial Group held 549,429 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $14M as of Q3 2024.
  • Monumental Financial Group bought 172,886 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2024, an estimated $4.36M.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 5.2% of Monumental Financial Group's portfolio in Q3 2024, its #8 holding.
  • Monumental Financial Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2024 and has held it in 2 quarters since.
  • 291 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.