Azimuth Capital Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Azimuth Capital 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
2022 Q1	$7.49M	Buy	298,250 +125	+0%	+$3.18K	0.32%	119
2021 Q4	$7.73M	Buy	298,125 +10,800	+4%	+$281K	0.31%	117
2021 Q3	$7.55M	Buy	287,325 +27,160	+10%	+$715K	0.32%	118
2021 Q2	$6.86M	Buy	260,165 +15,850	+6%	+$418K	0.3%	123
2021 Q1	$6.45M	Buy	244,315 +64,440	+36%	+$1.71M	0.31%	124
2020 Q4	$4.78M	Buy	+179,875	New	+$4.76M	0.24%	133

Other funds holding IBDP

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Azimuth Capital Management's IBDP Position: Q1 2022 in Review

Azimuth Capital Management increased its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) stake by 0.04% in Q1 2022, buying an estimated $3.18K and bringing the position to 298,250 shares worth $7.49M. The position accounts for 0.32% of the portfolio, ranked #119.

Azimuth Capital Management first reported a position in IBDP in Q4 2020 and has held it in 6 quarters since. The position peaked at $7.73M in Q4 2021. 187 funds tracked by Wall St. Rank hold IBDP as of Q1 2022.

Azimuth Capital Management held 298,250 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $7.49M as of Q1 2022.
Azimuth Capital Management bought 125 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2022, an estimated $3.18K.
iShares iBonds Dec 2024 Term Corporate ETF made up 0.32% of Azimuth Capital Management's portfolio in Q1 2022, its #119 holding.
Azimuth Capital Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2020 and has held it in 6 quarters since.
Azimuth Capital Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $7.73M in Q4 2021.
187 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2022.

Based on Azimuth Capital Management's 13F filing for Q1 2022, filed 13 May 2022.