Western Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Western Wealth Management’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,716	Closed	-$217K	–	689
2022 Q3	$217K	Hold	4,716	–	–	0.01%	725
2022 Q2	$225K	Hold	4,716	–	–	0.01%	701
2022 Q1	$236K	Buy	+4,716	New	+$121K	0.01%	748

Other funds holding IBDS

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

RJFSA

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

Western Wealth Management's IBDS Position: Q4 2022 in Review

Western Wealth Management sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q4 2022, closing a stake of 4,716 shares — an estimated $217K sold.

Western Wealth Management first reported a position in IBDS in Q1 2022 and held it in 3 quarters. The position peaked at $236K in Q1 2022. 147 funds tracked by Wall St. Rank hold IBDS as of Q4 2022.

Western Wealth Management reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Western Wealth Management sold 4,716 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2022, an estimated $217K.
Western Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2022 and held it in 3 quarters.
Western Wealth Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $236K in Q1 2022.
147 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.