VNA
IBDU icon

Valley National Advisers’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Valley National Advisers’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
2021
Q1 		– Sell
-5,468
Closed -$150K – 879
2020
Q4 		$150K Hold
5,468
– – 0.03% 217
2020
Q3 		$148K Buy
+5,468
New +$149K 0.03% 197

Other funds holding IBDU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SWMG
Signature Wealth Management Group Atlanta, Georgia $263M AUM 9.1% 1-Year Est. Return

Valley National Advisers's IBDU Position: Q1 2021 in Review

Valley National Advisers sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q1 2021, closing a stake of 5,468 shares — an estimated $150K sold.

Valley National Advisers first reported a position in IBDU in Q3 2020 and held it in 2 quarters. The position peaked at $150K in Q4 2020. 43 funds tracked by Wall St. Rank hold IBDU as of Q1 2021.

  • Valley National Advisers reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q1 2021 after selling out during the quarter.
  • Valley National Advisers sold 5,468 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2021, an estimated $150K.
  • Valley National Advisers first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2020 and held it in 2 quarters.
  • Valley National Advisers's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $150K in Q4 2020.
  • 43 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2021.

Based on Valley National Advisers's 13F filing for Q1 2021, filed 7 May 2021.