AWE
IBDP

Avidian Wealth Enterprises’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Avidian Wealth Enterprises’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
Q4 		– Sell
-10,229
Closed -$249K – 483
2022
Q3 		$249K Sell
10,229
-231
-2% -$5.7K 0.02% 360
2022
Q2 		$259K Sell
10,460
-971
-8% -$24.1K 0.02% 378
2022
Q1 		$287K Buy
+11,431
New +$291K 0.02% 399

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
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avidian Wealth Enterprises's IBDP Position: Q4 2022 in Review

Avidian Wealth Enterprises sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2022, closing a stake of 10,229 shares — an estimated $249K sold.

Avidian Wealth Enterprises first reported a position in IBDP in Q1 2022 and held it in 3 quarters. The position peaked at $287K in Q1 2022. 268 funds tracked by Wall St. Rank hold IBDP as of Q4 2022.

  • Avidian Wealth Enterprises reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 10,229 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2022, an estimated $249K.
  • Avidian Wealth Enterprises first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2022 and held it in 3 quarters.
  • Avidian Wealth Enterprises's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $287K in Q1 2022.
  • 268 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2022, filed 6 Feb 2023.