Realta Investment Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Realta Investment Advisors’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
2022 Q4	–	Sell	-451	Closed	-$10K	–	864
2022 Q3	$10K	Buy	+451	New	+$10.3K	﹤0.01%	687

Other funds holding IBDU

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Bank of America

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

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

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

MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return