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Wolf Group Capital Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Wolf Group Capital Advisors’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
2022
Q1 		– Sell
-19,620
Closed -$511K – 122
2021
Q4 		$511K Buy
+19,620
New +$514K 0.08% 115
2019
Q2 		– Hold
0
– – – 81
2019
Q1 		– Hold
0
– – – 82
2018
Q4 		– Hold
0
– – – 79
2018
Q3 		– Hold
0
– – – 90

Other funds holding IBDR

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Wolf Group Capital Advisors's IBDR Position: Q1 2022 in Review

Wolf Group Capital Advisors sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2022, closing a stake of 19,620 shares — an estimated $511K sold.

Wolf Group Capital Advisors first reported a position in IBDR in Q4 2021 and held it in 1 quarter. The position peaked at $511K in Q4 2021. 122 funds tracked by Wall St. Rank hold IBDR as of Q1 2022.

  • Wolf Group Capital Advisors reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
  • Wolf Group Capital Advisors sold 19,620 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2022, an estimated $511K.
  • Wolf Group Capital Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2021 and held it in 1 quarter.
  • Wolf Group Capital Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $511K in Q4 2021.
  • 122 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2022.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.