Advisor Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Advisor Group’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
2019 Q4	$300K	Buy	11,663 +859	+8%	+$22K	﹤0.01%	2063
2019 Q3	$277K	Sell	10,804 -12,103	-53%	-$309K	﹤0.01%	2074
2019 Q2	$583K	Buy	22,907 +1,576	+7%	+$39.4K	﹤0.01%	1519
2019 Q1	$530K	Buy	21,331 +2,731	+15%	+$66.6K	﹤0.01%	1549
2018 Q4	$445K	Buy	18,600 +15,335	+470%	+$366K	﹤0.01%	1489
2018 Q3	$79K	Buy	3,265 +355	+12%	+$8.56K	﹤0.01%	2934
2018 Q2	$70K	Hold	2,910	–	–	﹤0.01%	2821
2018 Q1	$71K	Hold	2,910	–	–	﹤0.01%	2812
2017 Q4	$73K	Hold	2,910	–	–	﹤0.01%	2820
2017 Q3	$74K	Buy	2,910 +2,810	+2,810%	+$70.8K	﹤0.01%	2652
2017 Q2	$3K	Hold	100	–	–	﹤0.01%	4441
2017 Q1	$2K	Buy	+100	New	+$2.46K	﹤0.01%	4428

Other funds holding IBDP

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

Advisor Group's IBDP Position: Q4 2019 in Review

Advisor Group increased its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) stake by 8% in Q4 2019, buying an estimated $22K and bringing the position to 11,663 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

Advisor Group first reported a position in IBDP in Q1 2017 and has held it in 12 quarters since. The position peaked at $583K in Q2 2019. 118 funds tracked by Wall St. Rank hold IBDP as of Q4 2019.

Advisor Group held 11,663 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $300K as of Q4 2019.
Advisor Group bought 859 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2019, an estimated $22K.
iShares iBonds Dec 2024 Term Corporate ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2063 holding.
Advisor Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2017 and has held it in 12 quarters since.
Advisor Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $583K in Q2 2019.
118 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.