AWM
IBDP

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

Argent 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
2020
Q2 		$3.68M Sell
138,911
-106,592
-43% -$2.75M 0.61% 37
2020
Q1 		$6.03M Sell
245,503
-31,596
-11% -$804K 1.23% 22
2019
Q4 		$7.12M Buy
+277,099
New +$7.11M 1.19% 24

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Argent Wealth Management's IBDP Position: Q2 2020 in Review

Argent Wealth Management reduced its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) stake by 43% in Q2 2020, selling an estimated $2.75M and leaving 138,911 shares worth $3.68M. The position accounts for 0.61% of the portfolio, ranked #37.

Argent Wealth Management first reported a position in IBDP in Q4 2019 and has held it in 3 quarters since. The position peaked at $7.12M in Q4 2019. 133 funds tracked by Wall St. Rank hold IBDP as of Q2 2020.

  • Argent Wealth Management held 138,911 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $3.68M as of Q2 2020.
  • Argent Wealth Management sold 106,592 iShares iBonds Dec 2024 Term Corporate ETF shares in Q2 2020, an estimated $2.75M.
  • iShares iBonds Dec 2024 Term Corporate ETF made up 0.61% of Argent Wealth Management's portfolio in Q2 2020, its #37 holding.
  • Argent Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $7.12M in Q4 2019.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.