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UP Strategic Wealth Investment Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

UP Strategic Wealth Investment 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
2024
Q4 		– Sell
-14,030
Closed -$342K – 86
2024
Q3 		$342K Hold
14,030
– – 0.38% 48
2024
Q2 		$333K Hold
14,030
– – 0.5% 43
2024
Q1 		$334K Hold
14,030
– – 0.55% 41
2023
Q4 		$336K Buy
+14,030
New +$327K 0.61% 40

Other funds holding IBDS

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's IBDS Position: Q4 2024 in Review

UP Strategic Wealth Investment Advisors sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q4 2024, closing a stake of 14,030 shares — an estimated $342K sold.

UP Strategic Wealth Investment Advisors first reported a position in IBDS in Q4 2023 and held it in 4 quarters. The position peaked at $342K in Q3 2024. 349 funds tracked by Wall St. Rank hold IBDS as of Q4 2024.

  • UP Strategic Wealth Investment Advisors reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • UP Strategic Wealth Investment Advisors sold 14,030 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2024, an estimated $342K.
  • UP Strategic Wealth Investment Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and held it in 4 quarters.
  • UP Strategic Wealth Investment Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $342K in Q3 2024.
  • 349 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2024.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.