WealthSource Partners’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

WealthSource Partners’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 Q4	$496K	Buy	+20,755	New	+$487K	0.03%	323

Other funds holding IBDR

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

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

SRC

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAI

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

WealthSource Partners's IBDR Position: Q4 2023 in Review

WealthSource Partners opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2023: 20,755 shares worth $496K. The stake represents 0.03% of the portfolio and ranks #323 among its holdings.

298 funds tracked by Wall St. Rank hold IBDR as of Q4 2023.

WealthSource Partners held 20,755 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $496K as of Q4 2023.
iShares iBonds Dec 2026 Term Corporate ETF was a new WealthSource Partners position in Q4 2023.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.03% of WealthSource Partners's portfolio in Q4 2023, its #323 holding.
298 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.