Vigilant Capital Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Vigilant Capital Management’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$183K	Sell	7,800 -1,450	-16%	-$34.3K	0.01%	155
2023 Q1	$220K	Buy	9,250 +4,200	+83%	+$98.9K	0.02%	138
2022 Q4	$118K	Buy	5,050 +1,660	+49%	+$38.5K	0.01%	195
2022 Q3	$78K	Buy	3,390 +2,280	+205%	+$54.3K	0.01%	245
2022 Q2	$26K	Buy	+1,110	New	+$26.7K	﹤0.01%	333

Other funds holding IBDR

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

HFRG

Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Vigilant Capital Management's IBDR Position: Q2 2023 in Review

Vigilant Capital Management reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 16% in Q2 2023, selling an estimated $34.3K and leaving 7,800 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #155.

Vigilant Capital Management first reported a position in IBDR in Q2 2022 and has held it in 5 quarters since. The position peaked at $220K in Q1 2023. 210 funds tracked by Wall St. Rank hold IBDR as of Q2 2023.

Vigilant Capital Management held 7,800 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $183K as of Q2 2023.
Vigilant Capital Management sold 1,450 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2023, an estimated $34.3K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #155 holding.
Vigilant Capital Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2022 and has held it in 5 quarters since.
Vigilant Capital Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $220K in Q1 2023.
210 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.