BC
IBDP

Bartlett & Co’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Bartlett & Co’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
2023
Q4 		$128K Hold
5,125
– – ﹤0.01% 542
2023
Q3 		$127K Buy
5,125
+700
+16% +$17.3K ﹤0.01% 511
2023
Q2 		$109K Buy
+4,425
New +$109K ﹤0.01% 528

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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bartlett & Co's IBDP Position: Q4 2023 in Review

Bartlett & Co held its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) position steady in Q4 2023 at 5,125 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Bartlett & Co first reported a position in IBDP in Q2 2023 and has held it in 3 quarters since. 350 funds tracked by Wall St. Rank hold IBDP as of Q4 2023.

  • Bartlett & Co held 5,125 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $128K as of Q4 2023.
  • Bartlett & Co left its iShares iBonds Dec 2024 Term Corporate ETF share count unchanged in Q4 2023.
  • iShares iBonds Dec 2024 Term Corporate ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #542 holding.
  • Bartlett & Co first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2023 and has held it in 3 quarters since.
  • 350 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.