WSTAM
IBDT icon

Wilbanks Smith & Thomas Asset Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$256K Hold
10,285
– – 0.01% 479
2023
Q4 		$258K Buy
+10,285
New +$250K 0.01% 463
2023
Q3 		– Sell
-8,706
Closed -$213K – 512
2023
Q2 		$213K Sell
8,706
-399
-4% -$9.88K 0.01% 485
2023
Q1 		$227K Buy
+9,105
New +$225K 0.01% 465

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IBDT Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q1 2024 at 10,285 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #479.

Wilbanks Smith & Thomas Asset Management first reported a position in IBDT in Q1 2023 and has held it in 4 quarters since. The position peaked at $258K in Q4 2023. 263 funds tracked by Wall St. Rank hold IBDT as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 10,285 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $256K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q1 2024.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #479 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2023 and has held it in 4 quarters since.
  • Wilbanks Smith & Thomas Asset Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $258K in Q4 2023.
  • 263 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.