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Abound Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Abound Wealth Management’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-685
Closed -$15.2K – 1293
2024
Q3 		$15.2K Buy
+685
New +$14.9K 0.01% 345

Other funds holding IBDV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Abound Wealth Management's IBDV Position: Q4 2024 in Review

Abound Wealth Management sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q4 2024, closing a stake of 685 shares — an estimated $15.2K sold.

Abound Wealth Management first reported a position in IBDV in Q3 2024 and held it in 1 quarter. The position peaked at $15.2K in Q3 2024. 212 funds tracked by Wall St. Rank hold IBDV as of Q4 2024.

  • Abound Wealth Management reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Abound Wealth Management sold 685 iShares iBonds Dec 2030 Term Corporate ETF shares in Q4 2024, an estimated $15.2K.
  • Abound Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2024 and held it in 1 quarter.
  • Abound Wealth Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $15.2K in Q3 2024.
  • 212 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.