Sutton Wealth Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Sutton Wealth Advisors’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 Q3	$50.6K	Buy	+2,170	New	+$50.8K	0.02%	222

Other funds holding IBDR

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Sutton Wealth Advisors's IBDR Position: Q3 2023 in Review

Sutton Wealth Advisors opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2023: 2,170 shares worth $50.6K. The stake represents 0.02% of the portfolio and ranks #222 among its holdings.

238 funds tracked by Wall St. Rank hold IBDR as of Q3 2023.

Sutton Wealth Advisors held 2,170 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $50.6K as of Q3 2023.
iShares iBonds Dec 2026 Term Corporate ETF was a new Sutton Wealth Advisors position in Q3 2023.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #222 holding.
238 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.