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Stringer Asset Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Stringer Asset Management’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
2020
Q1 		– Sell
-7,927
Closed -$203K – 27
2019
Q4 		$203K Buy
+7,927
New +$202K 0.22% 24

Other funds holding IBDR

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Stringer Asset Management's IBDR Position: Q1 2020 in Review

Stringer Asset Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2020, closing a stake of 7,927 shares — an estimated $203K sold.

Stringer Asset Management first reported a position in IBDR in Q4 2019 and held it in 1 quarter. The position peaked at $203K in Q4 2019. 77 funds tracked by Wall St. Rank hold IBDR as of Q1 2020.

  • Stringer Asset Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
  • Stringer Asset Management sold 7,927 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2020, an estimated $203K.
  • Stringer Asset Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2019 and held it in 1 quarter.
  • Stringer Asset Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $203K in Q4 2019.
  • 77 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2020.

Based on Stringer Asset Management's 13F filing for Q1 2020, filed 14 May 2020.