Sykon Capital
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Sykon Capital’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Sykon Capital’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-121,558
Closed -$2.36M – 86
2023
Q3 		$2.36M Buy
+121,558
New +$2.42M 1.01% 23

Other funds holding IBDW

Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Gateway Advisory
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Summitry LLC
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Sykon Capital's IBDW Position: Q4 2023 in Review

Sykon Capital sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q4 2023, closing a stake of 121,558 shares — an estimated $2.36M sold.

Sykon Capital first reported a position in IBDW in Q3 2023 and held it in 1 quarter. The position peaked at $2.36M in Q3 2023. 113 funds tracked by Wall St. Rank hold IBDW as of Q4 2023.

  • Sykon Capital reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Sykon Capital sold 121,558 iShares iBonds Dec 2031 Term Corporate ETF shares in Q4 2023, an estimated $2.36M.
  • Sykon Capital first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2023 and held it in 1 quarter.
  • Sykon Capital's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $2.36M in Q3 2023.
  • 113 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q4 2023.

Based on Sykon Capital's 13F filing for Q4 2023, filed 6 Feb 2024.