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

SWM 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
2022
Q3 		$232K Buy
+10,030
New +$239K 0.22% 18

Other funds holding IBDR

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

SWM Advisors's IBDR Position: Q3 2022 in Review

SWM Advisors opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2022: 10,030 shares worth $232K. The stake represents 0.22% of the portfolio and ranks #18 among its holdings.

167 funds tracked by Wall St. Rank hold IBDR as of Q3 2022.

  • SWM Advisors held 10,030 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $232K as of Q3 2022.
  • iShares iBonds Dec 2026 Term Corporate ETF was a new SWM Advisors position in Q3 2022.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.22% of SWM Advisors's portfolio in Q3 2022, its #18 holding.
  • 167 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2022.

Based on SWM Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.