APA
IBDP

American Portfolios Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$2.84M Buy
116,820
+76,395
+189% +$1.89M 0.12% 181
2022
Q2 		$1M Hold
40,425
– – 0.04% 435
2022
Q1 		$1.01M Sell
40,425
-394
-1% -$10K 0.03% 484
2021
Q4 		$1.06M Sell
40,819
-3,165
-7% -$82.4K 0.04% 464
2021
Q3 		$1.16M Buy
43,984
+8,725
+25% +$230K 0.04% 411
2021
Q2 		$930K Buy
35,259
+2,765
+9% +$73K 0.04% 480
2021
Q1 		$858K Buy
32,494
+5,884
+22% +$156K 0.04% 457
2020
Q4 		$707K Buy
26,610
+945
+4% +$25K 0.04% 454
2020
Q3 		$679K Buy
25,665
+3,400
+15% +$90K 0.04% 407
2020
Q2 		$587K Buy
22,265
+5,635
+34% +$145K 0.04% 397
2020
Q1 		$411K Buy
16,630
+2,005
+14% +$51K 0.03% 419
2019
Q4 		$376K Buy
14,625
+3,586
+32% +$92K 0.03% 522
2019
Q3 		$284K Buy
11,039
+4,739
+75% +$121K 0.02% 573
2019
Q2 		$161K Buy
6,300
+2,800
+80% +$70K 0.01% 795
2019
Q1 		$87.1K Hold
3,500
– – 0.01% 951
2018
Q4 		$83.7K Hold
3,500
– – 0.01% 802
2018
Q3 		$84.3K Hold
3,500
– – 0.01% 900
2018
Q2 		$84.2K Hold
3,500
– – 0.01% 867
2018
Q1 		$85.4K Buy
+3,500
New +$86K 0.01% 808

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

American Portfolios Advisors's IBDP Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) stake by 189% in Q3 2022, buying an estimated $1.89M and bringing the position to 116,820 shares worth $2.84M. The position accounts for 0.12% of the portfolio, ranked #181.

American Portfolios Advisors first reported a position in IBDP in Q1 2018 and has held it in 19 quarters since. 244 funds tracked by Wall St. Rank hold IBDP as of Q3 2022.

  • American Portfolios Advisors held 116,820 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $2.84M as of Q3 2022.
  • American Portfolios Advisors bought 76,395 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2022, an estimated $1.89M.
  • iShares iBonds Dec 2024 Term Corporate ETF made up 0.12% of American Portfolios Advisors's portfolio in Q3 2022, its #181 holding.
  • American Portfolios Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2018 and has held it in 19 quarters since.
  • 244 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.