WGCA
IBDT icon

Wolf Group Capital Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Wolf Group Capital Advisors’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
2022
Q1 		– Sell
-10,500
Closed -$297K – 124
2021
Q4 		$297K Buy
+10,500
New +$298K 0.05% 130

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

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

Wolf Group Capital Advisors sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q1 2022, closing a stake of 10,500 shares — an estimated $297K sold.

Wolf Group Capital Advisors first reported a position in IBDT in Q4 2021 and held it in 1 quarter. The position peaked at $297K in Q4 2021. 84 funds tracked by Wall St. Rank hold IBDT as of Q1 2022.

  • Wolf Group Capital Advisors reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
  • Wolf Group Capital Advisors sold 10,500 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2022, an estimated $297K.
  • Wolf Group Capital Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2021 and held it in 1 quarter.
  • Wolf Group Capital Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $297K in Q4 2021.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2022.

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