AWM
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Abound Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Abound Wealth Management’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-729
Closed -$15.5K – 1294
2024
Q3 		$15.5K Buy
+729
New +$15.2K 0.01% 341

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
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
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

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

Abound Wealth Management sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q4 2024, closing a stake of 729 shares — an estimated $15.5K sold.

Abound Wealth Management first reported a position in IBDW in Q3 2024 and held it in 1 quarter. The position peaked at $15.5K in Q3 2024. 178 funds tracked by Wall St. Rank hold IBDW as of Q4 2024.

  • Abound Wealth Management reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Abound Wealth Management sold 729 iShares iBonds Dec 2031 Term Corporate ETF shares in Q4 2024, an estimated $15.5K.
  • Abound Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2024 and held it in 1 quarter.
  • Abound Wealth Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $15.5K in Q3 2024.
  • 178 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q4 2024.

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