Ogorek Anthony Joseph’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Ogorek Anthony Joseph’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
2025 Q1	–	Sell	-3,736	Closed	-$89K	–	648
2024 Q4	$89K	Buy	3,736 +55	+1%	+$1.32K	0.03%	85
2024 Q3	$89K	Buy	3,681 +40	+1%	+$964	0.03%	79
2024 Q2	$86K	Buy	3,641 +39	+1%	+$922	0.03%	78
2024 Q1	$85K	Buy	3,602 +1,065	+42%	+$25.4K	0.03%	81
2023 Q4	$60K	Buy	2,537 +199	+9%	+$4.64K	0.02%	96
2023 Q3	$54K	Hold	2,338	–	–	0.02%	106
2023 Q2	$54K	Buy	+2,338	New	+$55.3K	0.02%	100

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

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

ACA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ogorek Anthony Joseph's IBDS Position: Q1 2025 in Review

Ogorek Anthony Joseph sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q1 2025, closing a stake of 3,736 shares — an estimated $89K sold.

Ogorek Anthony Joseph first reported a position in IBDS in Q2 2023 and held it in 7 quarters. The position peaked at $89K in Q4 2024. 365 funds tracked by Wall St. Rank hold IBDS as of Q1 2025.

Ogorek Anthony Joseph reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
Ogorek Anthony Joseph sold 3,736 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2025, an estimated $89K.
Ogorek Anthony Joseph first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2023 and held it in 7 quarters.
Ogorek Anthony Joseph's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $89K in Q4 2024.
365 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2025.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2025, filed 9 May 2025.