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BlackDiamond Wealth Management’s iShares iBonds Oct 2027 Term TIPS ETF IBID Stock Holding History

BlackDiamond Wealth Management’s Portfolio IBID Stock Details IBID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,945
Closed -$201K – 144
2023
Q4 		$201K Buy
+7,945
New +$199K 0.15% 134

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Jane Street
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ATI
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCPWM
Bradley & Co Private Wealth Management Miami, Florida $190M AUM 27.45% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $291M AUM 19.25% 1-Year Est. Return

BlackDiamond Wealth Management's IBID Position: Q1 2024 in Review

BlackDiamond Wealth Management sold out of iShares iBonds Oct 2027 Term TIPS ETF (IBID) in Q1 2024, closing a stake of 7,945 shares — an estimated $201K sold.

BlackDiamond Wealth Management first reported a position in IBID in Q4 2023 and held it in 1 quarter. The position peaked at $201K in Q4 2023. 7 funds tracked by Wall St. Rank hold IBID as of Q1 2024.

  • BlackDiamond Wealth Management reported no remaining iShares iBonds Oct 2027 Term TIPS ETF position as of Q1 2024 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 7,945 iShares iBonds Oct 2027 Term TIPS ETF shares in Q1 2024, an estimated $201K.
  • BlackDiamond Wealth Management first reported a position in iShares iBonds Oct 2027 Term TIPS ETF in Q4 2023 and held it in 1 quarter.
  • BlackDiamond Wealth Management's iShares iBonds Oct 2027 Term TIPS ETF position peaked at $201K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q1 2024.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.