Sutton Wealth Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Sutton Wealth Advisors’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$12.4K	Buy	+536	New	+$12.5K	0.01%	436

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Sutton Wealth Advisors opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q3 2023: 536 shares worth $12.4K. The stake represents 0.01% of the portfolio and ranks #436 among its holdings.

210 funds tracked by Wall St. Rank hold IBDS as of Q3 2023.

Sutton Wealth Advisors held 536 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $12.4K as of Q3 2023.
iShares iBonds Dec 2027 Term Corporate ETF was a new Sutton Wealth Advisors position in Q3 2023.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #436 holding.
210 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2023.

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