RTC
IBDR icon

Riverview Trust Company’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Riverview Trust Company’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,627
Closed -$131K – 341
2023
Q3 		$131K Buy
+5,627
New +$132K 0.12% 126

Other funds holding IBDR

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
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Riverview Trust Company's IBDR Position: Q4 2023 in Review

Riverview Trust Company sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2023, closing a stake of 5,627 shares — an estimated $131K sold.

Riverview Trust Company first reported a position in IBDR in Q3 2023 and held it in 1 quarter. The position peaked at $131K in Q3 2023. 298 funds tracked by Wall St. Rank hold IBDR as of Q4 2023.

  • Riverview Trust Company reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Riverview Trust Company sold 5,627 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2023, an estimated $131K.
  • Riverview Trust Company first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2023 and held it in 1 quarter.
  • Riverview Trust Company's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $131K in Q3 2023.
  • 298 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2023.

Based on Riverview Trust Company's 13F filing for Q4 2023, filed 24 Jan 2024.