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Navellier & Associates’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Navellier & Associates’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-40,628
Closed -$927K – 352
2024
Q1 		$927K Hold
40,628
– – 0.11% 161
2023
Q4 		$937K Buy
40,628
+1,800
+5% +$39.9K 0.14% 147
2023
Q3 		$850K Buy
+38,828
New +$863K 0.15% 149
2023
Q2 		– Sell
-38,828
Closed -$888K – 281
2023
Q1 		$888K Buy
+38,828
New +$877K 0.19% 127
2022
Q4 		– Sell
-38,828
Closed -$846K – 265
2022
Q3 		$846K Hold
38,828
– – 0.19% 114
2022
Q2 		$887K Buy
+38,828
New +$904K 0.19% 124
2022
Q1 		– Sell
-13,800
Closed -$363K – 314
2021
Q4 		$363K Hold
13,800
– – 0.05% 248
2021
Q3 		$367K Sell
13,800
-700
-5% -$18.9K 0.06% 237
2021
Q2 		$389K Hold
14,500
– – 0.06% 214
2021
Q1 		$379K Sell
14,500
-9,800
-40% -$262K 0.07% 206
2020
Q4 		$668K Hold
24,300
– – 0.12% 134
2020
Q3 		$657K Hold
24,300
– – 0.14% 121
2020
Q2 		$650K Hold
24,300
– – 0.15% 115
2020
Q1 		$586K Hold
24,300
– – 0.14% 124
2019
Q4 		$621K Buy
+24,300
New +$618K 0.1% 169

Other funds holding IBDU

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Navellier & Associates's IBDU Position: Q2 2024 in Review

Navellier & Associates sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2024, closing a stake of 40,628 shares — an estimated $927K sold.

Navellier & Associates first reported a position in IBDU in Q4 2019 and held it in 15 quarters. The position peaked at $937K in Q4 2023. 204 funds tracked by Wall St. Rank hold IBDU as of Q2 2024.

  • Navellier & Associates reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
  • Navellier & Associates sold 40,628 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2024, an estimated $927K.
  • Navellier & Associates first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2019 and held it in 15 quarters.
  • Navellier & Associates's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $937K in Q4 2023.
  • 204 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2024.

Based on Navellier & Associates's 13F filing for Q2 2024, filed 8 Aug 2024.