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Vigilant Capital Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Vigilant Capital Management’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
2023
Q2 		$245K Buy
10,920
+45
+0.4% +$1.02K 0.02% 133
2023
Q1 		$249K Buy
10,875
+3,275
+43% +$74K 0.02% 132
2022
Q4 		$168K Buy
7,600
+4,035
+113% +$88.9K 0.01% 160
2022
Q3 		$78K Buy
3,565
+2,990
+520% +$68.5K 0.01% 246
2022
Q2 		$13K Buy
+575
New +$13.4K ﹤0.01% 412

Other funds holding IBDU

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

Vigilant Capital Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.41% in Q2 2023, buying an estimated $1.02K and bringing the position to 10,920 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #133.

Vigilant Capital Management first reported a position in IBDU in Q2 2022 and has held it in 5 quarters since. The position peaked at $249K in Q1 2023. 99 funds tracked by Wall St. Rank hold IBDU as of Q2 2023.

  • Vigilant Capital Management held 10,920 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $245K as of Q2 2023.
  • Vigilant Capital Management bought 45 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2023, an estimated $1.02K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.02% of Vigilant Capital Management's portfolio in Q2 2023, its #133 holding.
  • Vigilant Capital Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2022 and has held it in 5 quarters since.
  • Vigilant Capital Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $249K in Q1 2023.
  • 99 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2023.

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