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Tucker Asset Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Tucker Asset Management’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-360
Closed -$9.49K – 582
2021
Q4 		$9.49K Buy
+360
New +$9.51K ﹤0.01% 213

Other funds holding IBDU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return

Tucker Asset Management's IBDU Position: Q1 2022 in Review

Tucker Asset Management sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q1 2022, closing a stake of 360 shares — an estimated $9.49K sold.

Tucker Asset Management first reported a position in IBDU in Q4 2021 and held it in 1 quarter. The position peaked at $9.49K in Q4 2021. 54 funds tracked by Wall St. Rank hold IBDU as of Q1 2022.

  • Tucker Asset Management reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
  • Tucker Asset Management sold 360 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2022, an estimated $9.49K.
  • Tucker Asset Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2021 and held it in 1 quarter.
  • Tucker Asset Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $9.49K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2022.

Based on Tucker Asset Management's 13F filing for Q1 2022, filed 11 May 2023.