PI
IBDS icon

PFG Investments’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

PFG Investments’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
2024
Q2 		– Sell
-26,544
Closed -$632K – 1008
2024
Q1 		$632K Buy
+26,544
New +$632K 0.04% 450

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PFG Investments's IBDS Position: Q2 2024 in Review

PFG Investments sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2024, closing a stake of 26,544 shares — an estimated $632K sold.

PFG Investments first reported a position in IBDS in Q1 2024 and held it in 1 quarter. The position peaked at $632K in Q1 2024. 307 funds tracked by Wall St. Rank hold IBDS as of Q2 2024.

  • PFG Investments reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
  • PFG Investments sold 26,544 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2024, an estimated $632K.
  • PFG Investments first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2024 and held it in 1 quarter.
  • PFG Investments's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $632K in Q1 2024.
  • 307 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2024.

Based on PFG Investments's 13F filing for Q2 2024, filed 7 Aug 2024.