Bay Rivers Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Bay Rivers Group’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	-69,297	Closed	-$1.69M	–	62
2022 Q3	$1.69M	Sell	69,297 -2,248	-3%	-$55.5K	1.69%	24
2022 Q2	$1.77M	Sell	71,545 -1,369	-2%	-$34K	1.58%	27
2022 Q1	$1.83M	Sell	72,914 -1,394	-2%	-$35.5K	1.32%	30
2021 Q4	$1.93M	Buy	74,308 +2,543	+4%	+$66.2K	1.18%	33
2021 Q3	$1.89M	Buy	71,765 +3,431	+5%	+$90.3K	1.28%	30
2021 Q2	$1.8M	Buy	68,334 +3,956	+6%	+$104K	1.28%	30
2021 Q1	$1.7M	Buy	64,378 +11,296	+21%	+$299K	1.32%	28
2020 Q4	$1.41M	Buy	53,082 +26,968	+103%	+$714K	1.18%	32
2020 Q3	$691K	Buy	+26,114	New	+$691K	0.65%	43

Other funds holding IBDP

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

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

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

CAI

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bay Rivers Group's IBDP Position: Q4 2022 in Review

Bay Rivers Group sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2022, closing a stake of 69,297 shares — an estimated $1.69M sold.

Bay Rivers Group first reported a position in IBDP in Q3 2020 and held it in 9 quarters. The position peaked at $1.93M in Q4 2021. 268 funds tracked by Wall St. Rank hold IBDP as of Q4 2022.

Bay Rivers Group reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Bay Rivers Group sold 69,297 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2022, an estimated $1.69M.
Bay Rivers Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2020 and held it in 9 quarters.
Bay Rivers Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.93M in Q4 2021.
268 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2022.

Based on Bay Rivers Group's 13F filing for Q4 2022, filed 17 Jan 2023.