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Visionary Wealth Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Visionary Wealth Advisors’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
2022
Q4 		– Sell
-40,252
Closed -$877K – 430
2022
Q3 		$877K Buy
40,252
+23,654
+143% +$542K 0.09% 176
2022
Q2 		$379K Buy
+16,598
New +$386K 0.03% 280

Other funds holding IBDU

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Visionary Wealth Advisors's IBDU Position: Q4 2022 in Review

Visionary Wealth Advisors sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q4 2022, closing a stake of 40,252 shares — an estimated $877K sold.

Visionary Wealth Advisors first reported a position in IBDU in Q2 2022 and held it in 2 quarters. The position peaked at $877K in Q3 2022. 70 funds tracked by Wall St. Rank hold IBDU as of Q4 2022.

  • Visionary Wealth Advisors reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Visionary Wealth Advisors sold 40,252 iShares iBonds Dec 2029 Term Corporate ETF shares in Q4 2022, an estimated $877K.
  • Visionary Wealth Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2022 and held it in 2 quarters.
  • Visionary Wealth Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $877K in Q3 2022.
  • 70 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q4 2022.

Based on Visionary Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.