OAJ
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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 – 649
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return