Vigilant Capital Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$157K	Buy	6,383 +1,750	+38%	+$43.3K	0.01%	171
2023 Q1	$116K	Buy	4,633 +3,175	+218%	+$78.6K	0.01%	190
2022 Q4	$35K	Buy	+1,458	New	+$35K	﹤0.01%	299

Other funds holding IBDX

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

MLA

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PSIWM

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $147M AUM 11.5% 1-Year Est. Return

SHA

Seneca House Advisors Richmond, Virginia $252M AUM 17.04% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Vigilant Capital Management increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 38% in Q2 2023, buying an estimated $43.3K and bringing the position to 6,383 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #171.

Vigilant Capital Management first reported a position in IBDX in Q4 2022 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold IBDX as of Q2 2023.

Vigilant Capital Management held 6,383 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $157K as of Q2 2023.
Vigilant Capital Management bought 1,750 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2023, an estimated $43.3K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #171 holding.
Vigilant Capital Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2022 and has held it in 3 quarters since.
45 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2023.

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