Adamsbrown Wealth Consultants’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Adamsbrown Wealth Consultants’s Portfolio IBDP Stock Details IBDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-8,900	Closed	-$220K	–	91
2022 Q2	$220K	Hold	8,900	–	–	0.17%	77
2022 Q1	$223K	Hold	8,900	–	–	0.18%	82
2021 Q4	$231K	Buy	+8,900	New	+$232K	0.21%	72

Other funds holding IBDP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Adamsbrown Wealth Consultants's IBDP Position: Q3 2022 in Review

Adamsbrown Wealth Consultants sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2022, closing a stake of 8,900 shares — an estimated $220K sold.

Adamsbrown Wealth Consultants first reported a position in IBDP in Q4 2021 and held it in 3 quarters. The position peaked at $231K in Q4 2021. 244 funds tracked by Wall St. Rank hold IBDP as of Q3 2022.

Adamsbrown Wealth Consultants reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2022 after selling out during the quarter.
Adamsbrown Wealth Consultants sold 8,900 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2022, an estimated $220K.
Adamsbrown Wealth Consultants first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2021 and held it in 3 quarters.
Adamsbrown Wealth Consultants's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $231K in Q4 2021.
244 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2022.

Based on Adamsbrown Wealth Consultants's 13F filing for Q3 2022, filed 27 Oct 2022.