Advisory Services Network’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Advisory Services Network’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
2024 Q1	–	Sell	-5,250	Closed	-$131K	–	3797
2023 Q4	$131K	Buy	+5,250	New	+$130K	﹤0.01%	1483
2023 Q2	–	Sell	-5,300	Closed	-$130K	–	3793
2023 Q1	$130K	Buy	5,300 +1,300	+33%	+$31.9K	﹤0.01%	1505
2022 Q4	$97.7K	Buy	+4,000	New	+$97.5K	﹤0.01%	1639
2020 Q4	–	Sell	-3,040	Closed	-$80.5K	–	3791
2020 Q3	$80K	Buy	+3,040	New	+$80.5K	﹤0.01%	1349
2020 Q2	–	Sell	-2,160	Closed	-$53K	–	2841
2020 Q1	$53K	Hold	2,160	–	–	﹤0.01%	1361
2019 Q4	$55K	Buy	+2,160	New	+$55.4K	﹤0.01%	1448

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Advisory Services Network's IBDP Position: Q1 2024 in Review

Advisory Services Network sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2024, closing a stake of 5,250 shares — an estimated $131K sold.

Advisory Services Network first reported a position in IBDP in Q4 2019 and held it in 6 quarters. The position peaked at $131K in Q4 2023. 360 funds tracked by Wall St. Rank hold IBDP as of Q1 2024.

Advisory Services Network reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 5,250 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2024, an estimated $131K.
Advisory Services Network first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2019 and held it in 6 quarters.
Advisory Services Network's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $131K in Q4 2023.
360 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.