AFM
IBDP

Andesa Financial Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Andesa Financial 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
2021
Q3 		– Sell
-12,500
Closed -$330K – 157
2021
Q2 		$330K Buy
12,500
+4,500
+56% +$119K 0.1% 126
2021
Q1 		$211K Buy
+8,000
New +$212K 0.07% 138

Other funds holding IBDP

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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 $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Andesa Financial Management's IBDP Position: Q3 2021 in Review

Andesa Financial Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2021, closing a stake of 12,500 shares — an estimated $330K sold.

Andesa Financial Management first reported a position in IBDP in Q1 2021 and held it in 2 quarters. The position peaked at $330K in Q2 2021. 170 funds tracked by Wall St. Rank hold IBDP as of Q3 2021.

  • Andesa Financial Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2021 after selling out during the quarter.
  • Andesa Financial Management sold 12,500 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2021, an estimated $330K.
  • Andesa Financial Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2021 and held it in 2 quarters.
  • Andesa Financial Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $330K in Q2 2021.
  • 170 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2021.

Based on Andesa Financial Management's 13F filing for Q3 2021, filed 13 Oct 2021.