Vigilant Capital Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$97K	Buy	4,566 +475	+12%	+$10.1K	0.01%	216
2023 Q1	$88K	Buy	4,091 +1,010	+33%	+$21.5K	0.01%	219
2022 Q4	$64K	Buy	3,081 +2,190	+246%	+$45.2K	0.01%	248
2022 Q3	$18K	Buy	891 +296	+50%	+$6.36K	﹤0.01%	401
2022 Q2	$13K	Buy	+595	New	+$13K	﹤0.01%	411

Other funds holding IBDV

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

CIA

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

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

MLA

MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return

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

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

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

Vigilant Capital Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 12% in Q2 2023, buying an estimated $10.1K and bringing the position to 4,566 shares worth $97K. The position accounts for 0.01% of the portfolio, ranked #216.

Vigilant Capital Management first reported a position in IBDV in Q2 2022 and has held it in 5 quarters since. 78 funds tracked by Wall St. Rank hold IBDV as of Q2 2023.

Vigilant Capital Management held 4,566 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $97K as of Q2 2023.
Vigilant Capital Management bought 475 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2023, an estimated $10.1K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #216 holding.
Vigilant Capital Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q2 2022 and has held it in 5 quarters since.
78 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2023.

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