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Syntegra Private Wealth Group’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Syntegra Private Wealth Group’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
2024
Q4 		– Sell
-13,493
Closed -$286K – 159
2024
Q3 		$286K Buy
13,493
+3,145
+30% +$65.6K 0.03% 126
2024
Q2 		$210K Buy
10,348
+571
+6% +$11.5K 0.03% 144
2024
Q1 		$200K Buy
+9,777
New +$200K 0.03% 140

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

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

Syntegra Private Wealth Group sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q4 2024, closing a stake of 13,493 shares — an estimated $286K sold.

Syntegra Private Wealth Group first reported a position in IBDW in Q1 2024 and held it in 3 quarters. The position peaked at $286K in Q3 2024. 178 funds tracked by Wall St. Rank hold IBDW as of Q4 2024.

  • Syntegra Private Wealth Group reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Syntegra Private Wealth Group sold 13,493 iShares iBonds Dec 2031 Term Corporate ETF shares in Q4 2024, an estimated $286K.
  • Syntegra Private Wealth Group first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2024 and held it in 3 quarters.
  • Syntegra Private Wealth Group's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $286K in Q3 2024.
  • 178 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q4 2024.

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