Tucker Asset Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Tucker Asset Management’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
2022 Q1	–	Sell	-400	Closed	-$9.96K	–	581
2021 Q4	$9.96K	Buy	+400	New	+$9.95K	﹤0.01%	209

Other funds holding IBDW

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

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

Tucker Asset Management sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q1 2022, closing a stake of 400 shares — an estimated $9.96K sold.

Tucker Asset Management first reported a position in IBDW in Q4 2021 and held it in 1 quarter. The position peaked at $9.96K in Q4 2021. 20 funds tracked by Wall St. Rank hold IBDW as of Q1 2022.

Tucker Asset Management reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
Tucker Asset Management sold 400 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2022, an estimated $9.96K.
Tucker Asset Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2021 and held it in 1 quarter.
Tucker Asset Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $9.96K in Q4 2021.
20 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2022.

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