Ten Capital Wealth Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Ten Capital Wealth 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
2023 Q2	–	Sell	-1,484	Closed	-$35.2K	–	338
2023 Q1	$35.2K	Hold	1,484	–	–	0.01%	254
2022 Q4	$34.7K	Buy	+1,484	New	+$34.5K	0.01%	205

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

HFRG

Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAI

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Ten Capital Wealth Advisors's IBDR Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2023, closing a stake of 1,484 shares — an estimated $35.2K sold.

Ten Capital Wealth Advisors first reported a position in IBDR in Q4 2022 and held it in 2 quarters. The position peaked at $35.2K in Q1 2023. 210 funds tracked by Wall St. Rank hold IBDR as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 1,484 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2023, an estimated $35.2K.
Ten Capital Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2022 and held it in 2 quarters.
Ten Capital Wealth Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $35.2K in Q1 2023.
210 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.