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Ten Capital Wealth Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Ten Capital Wealth Advisors’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
2023
Q2 		– Sell
-1,437
Closed -$34.2K – 339
2023
Q1 		$34.2K Hold
1,437
– – 0.01% 258
2022
Q4 		$33.6K Buy
+1,437
New +$33.3K 0.01% 210

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ten Capital Wealth Advisors sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2023, closing a stake of 1,437 shares — an estimated $34.2K sold.

Ten Capital Wealth Advisors first reported a position in IBDS in Q4 2022 and held it in 2 quarters. The position peaked at $34.2K in Q1 2023. 183 funds tracked by Wall St. Rank hold IBDS as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 1,437 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2023, an estimated $34.2K.
  • Ten Capital Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2022 and held it in 2 quarters.
  • Ten Capital Wealth Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $34.2K in Q1 2023.
  • 183 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2023.

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