AC
IBDP

Adroit Compliance’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Adroit Compliance’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
2023
Q4 		$1.39M Buy
+55,750
New +$1.38M 0.29% 30

Other funds holding IBDP

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Adroit Compliance's IBDP Position: Q4 2023 in Review

Adroit Compliance opened a new position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2023: 55,750 shares worth $1.39M. The stake represents 0.29% of the portfolio and ranks #30 among its holdings.

350 funds tracked by Wall St. Rank hold IBDP as of Q4 2023.

  • Adroit Compliance held 55,750 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $1.39M as of Q4 2023.
  • iShares iBonds Dec 2024 Term Corporate ETF was a new Adroit Compliance position in Q4 2023.
  • iShares iBonds Dec 2024 Term Corporate ETF made up 0.29% of Adroit Compliance's portfolio in Q4 2023, its #30 holding.
  • 350 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2023.

Based on Adroit Compliance's 13F filing for Q4 2023, filed 8 Feb 2024.