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

Sanctuary 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
2024
Q3 		– Sell
-68,950
Closed -$1.54M – 2574
2024
Q2 		$1.54M Buy
+68,950
New +$1.56M 0.01% 950

Other funds holding IBDU

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sanctuary Advisors's IBDU Position: Q3 2024 in Review

Sanctuary Advisors sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q3 2024, closing a stake of 68,950 shares — an estimated $1.54M sold.

Sanctuary Advisors first reported a position in IBDU in Q2 2024 and held it in 1 quarter. The position peaked at $1.54M in Q2 2024. 225 funds tracked by Wall St. Rank hold IBDU as of Q3 2024.

  • Sanctuary Advisors reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
  • Sanctuary Advisors sold 68,950 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2024, an estimated $1.54M.
  • Sanctuary Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2024 and held it in 1 quarter.
  • Sanctuary Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $1.54M in Q2 2024.
  • 225 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2024.

Based on Sanctuary Advisors's 13F filing for Q3 2024, filed 25 Nov 2024.