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Abound Wealth Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Abound Wealth Management’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-272
Closed -$7.18K – 1297
2024
Q3 		$7.18K Buy
+272
New +$7.05K ﹤0.01% 475

Other funds holding IBDY

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

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

Abound Wealth Management sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q4 2024, closing a stake of 272 shares — an estimated $7.18K sold.

Abound Wealth Management first reported a position in IBDY in Q3 2024 and held it in 1 quarter. The position peaked at $7.18K in Q3 2024. 96 funds tracked by Wall St. Rank hold IBDY as of Q4 2024.

  • Abound Wealth Management reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Abound Wealth Management sold 272 iShares iBonds Dec 2033 Term Corporate ETF shares in Q4 2024, an estimated $7.18K.
  • Abound Wealth Management first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2024 and held it in 1 quarter.
  • Abound Wealth Management's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $7.18K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q4 2024.

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