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Tucker Asset Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Tucker Asset Management’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-380
Closed -$9.53K – 580
2021
Q4 		$9.53K Buy
+380
New +$9.55K ﹤0.01% 212

Other funds holding IBDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $202M AUM 11.53% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

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

Tucker Asset Management sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q1 2022, closing a stake of 380 shares — an estimated $9.53K sold.

Tucker Asset Management first reported a position in IBDV in Q4 2021 and held it in 1 quarter. The position peaked at $9.53K in Q4 2021. 36 funds tracked by Wall St. Rank hold IBDV as of Q1 2022.

  • Tucker Asset Management reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
  • Tucker Asset Management sold 380 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2022, an estimated $9.53K.
  • Tucker Asset Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2021 and held it in 1 quarter.
  • Tucker Asset Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $9.53K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2022.

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