Syntegra Private Wealth Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Syntegra Private Wealth Group’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
2024 Q4	–	Sell	-8,446	Closed	-$206K	–	158
2024 Q3	$206K	Hold	8,446	–	–	0.02%	149
2024 Q2	$200K	Hold	8,446	–	–	0.03%	146
2024 Q1	$201K	Buy	+8,446	New	+$201K	0.03%	139
2023 Q4	–	Hold	0	–	–	–	129

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

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Syntegra Private Wealth Group's IBDS Position: Q4 2024 in Review

Syntegra Private Wealth Group sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q4 2024, closing a stake of 8,446 shares — an estimated $206K sold.

Syntegra Private Wealth Group first reported a position in IBDS in Q1 2024 and held it in 3 quarters. The position peaked at $206K in Q3 2024. 351 funds tracked by Wall St. Rank hold IBDS as of Q4 2024.

Syntegra Private Wealth Group reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
Syntegra Private Wealth Group sold 8,446 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2024, an estimated $206K.
Syntegra Private Wealth Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2024 and held it in 3 quarters.
Syntegra Private Wealth Group's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $206K in Q3 2024.
351 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2024.

Based on Syntegra Private Wealth Group's 13F filing for Q4 2024, filed 27 Jan 2025.