Motley Fool Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Motley Fool Wealth Management’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
2020 Q2	–	Sell	-1,198,200	Closed	-$29.4M	–	124
2020 Q1	$29.4M	Sell	1,198,200 -77,047	-6%	-$1.99M	2.12%	10
2019 Q4	$33.2M	Sell	1,275,247 -11,736	-0.9%	-$304K	2%	11
2019 Q3	$33.4M	Buy	1,286,983 +952,506	+285%	+$24.5M	2.21%	11
2019 Q2	$8.53M	Buy	334,477 +99,936	+43%	+$2.47M	0.54%	61
2019 Q1	$5.75M	Buy	+234,541	New	+$5.61M	0.37%	80

Other funds holding IBDS

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.19B AUM 17.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return