AWM
IBDP

AE Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

AE Wealth Management’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
Q4 		– Sell
-489,267
Closed -$12.3M – 2177
2024
Q3 		$12.3M Sell
489,267
-74,016
-13% -$1.86M 0.11% 203
2024
Q2 		$14.2M Sell
563,283
-99,862
-15% -$2.5M 0.14% 177
2024
Q1 		$16.6M Sell
663,145
-1,335,453
-67% -$33.4M 0.19% 145
2023
Q4 		$49.9M Buy
1,998,598
+554,114
+38% +$13.7M 0.26% 78
2023
Q3 		$35.7M Buy
1,444,484
+1,277,898
+767% +$31.5M 0.21% 98
2023
Q2 		$4.1M Sell
166,586
-8,688
-5% -$214K 0.02% 602
2023
Q1 		$4.31M Buy
175,274
+159,330
+999% +$3.91M 0.03% 541
2022
Q4 		$389K Buy
+15,944
New +$388K ﹤0.01% 1399

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return