BWM
IBDP

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

Baystate 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
2023
Q4 		$3.35K Buy
134
+1
+0.8% +$25 ﹤0.01% 969
2023
Q3 		$3.29K Buy
133
+1
+0.8% +$25 ﹤0.01% 741
2023
Q2 		$3.25K Buy
132
+1
+0.8% +$25 ﹤0.01% 780
2023
Q1 		$3.22K Buy
131
+1
+0.8% +$25 ﹤0.01% 764
2022
Q4 		$3K Sell
130
-47
-27% -$1.15K ﹤0.01% 767
2022
Q3 		$4K Buy
+177
New +$4.37K ﹤0.01% 678

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

Baystate Wealth Management's IBDP Position: Q4 2023 in Review

Baystate Wealth Management increased its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) stake by 0.75% in Q4 2023, buying an estimated $25 and bringing the position to 134 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Baystate Wealth Management first reported a position in IBDP in Q3 2022 and has held it in 6 quarters since. The position peaked at $4K in Q3 2022. 350 funds tracked by Wall St. Rank hold IBDP as of Q4 2023.

  • Baystate Wealth Management held 134 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $3.35K as of Q4 2023.
  • Baystate Wealth Management bought 1 iShares iBonds Dec 2024 Term Corporate ETF share in Q4 2023, an estimated $25.
  • iShares iBonds Dec 2024 Term Corporate ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #969 holding.
  • Baystate Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2022 and has held it in 6 quarters since.
  • Baystate Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $4K in Q3 2022.
  • 350 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.