APS
IBDP

American Planning Services’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

American Planning Services’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
Q3 		$386K Sell
15,318
-795
-5% -$20K 0.31% 37
2024
Q2 		$405K Sell
16,113
-88
-0.5% -$2.21K 0.28% 38
2024
Q1 		$406K Sell
16,201
-952,381
-98% -$23.8M 0.29% 28
2023
Q4 		$24.1M Buy
+968,582
New +$24M 18.51% 1

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

American Planning Services's IBDP Position: Q3 2024 in Review

American Planning Services reduced its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) stake by 4.9% in Q3 2024, selling an estimated $20K and leaving 15,318 shares worth $386K. The position accounts for 0.31% of the portfolio, ranked #37.

American Planning Services first reported a position in IBDP in Q4 2023 and has held it in 4 quarters since. The position peaked at $24.1M in Q4 2023. 333 funds tracked by Wall St. Rank hold IBDP as of Q3 2024.

  • American Planning Services held 15,318 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $386K as of Q3 2024.
  • American Planning Services sold 795 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2024, an estimated $20K.
  • iShares iBonds Dec 2024 Term Corporate ETF made up 0.31% of American Planning Services's portfolio in Q3 2024, its #37 holding.
  • American Planning Services first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and has held it in 4 quarters since.
  • American Planning Services's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $24.1M in Q4 2023.
  • 333 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2024.

Based on American Planning Services's 13F filing for Q3 2024, filed 14 Nov 2024.