BCM
IBDP

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

Bluefin 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
2019
Q4 		– Sell
-78,693
Closed -$2.02M – 759
2019
Q3 		$2.02M Buy
+78,693
New +$2.01M 0.29% 63
2017
Q4 		– Hold
0
– – – 343
2017
Q2 		– Hold
0
– – – 149

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bluefin Capital Management's IBDP Position: Q4 2019 in Review

Bluefin Capital Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2019, closing a stake of 78,693 shares — an estimated $2.02M sold.

Bluefin Capital Management first reported a position in IBDP in Q3 2019 and held it in 1 quarter. The position peaked at $2.02M in Q3 2019. 118 funds tracked by Wall St. Rank hold IBDP as of Q4 2019.

  • Bluefin Capital Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Bluefin Capital Management sold 78,693 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2019, an estimated $2.02M.
  • Bluefin Capital Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2019 and held it in 1 quarter.
  • Bluefin Capital Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $2.02M in Q3 2019.
  • 118 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2019.

Based on Bluefin Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.