Childress Capital Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Childress Capital Advisors’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
2024 Q3	–	Sell	-12,461	Closed	-$313K	–	241
2024 Q2	$313K	Hold	12,461	–	–	0.09%	150
2024 Q1	$312K	Buy	12,461 +349	+3%	+$8.72K	0.09%	144
2023 Q4	$302K	Sell	12,112 -24	-0.2%	-$595	0.09%	138
2023 Q3	$300K	Buy	+12,136	New	+$299K	0.1%	124
2021 Q4	–	Sell	-10,875	Closed	-$285K	–	186
2021 Q3	$285K	Hold	10,875	–	–	0.12%	142
2021 Q2	$286K	Hold	10,875	–	–	0.13%	120
2021 Q1	$286K	Buy	+10,875	New	+$288K	0.13%	127

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Childress Capital Advisors's IBDP Position: Q3 2024 in Review

Childress Capital Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2024, closing a stake of 12,461 shares — an estimated $313K sold.

Childress Capital Advisors first reported a position in IBDP in Q1 2021 and held it in 7 quarters. The position peaked at $313K in Q2 2024. 333 funds tracked by Wall St. Rank hold IBDP as of Q3 2024.

Childress Capital Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
Childress Capital Advisors sold 12,461 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2024, an estimated $313K.
Childress Capital Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2021 and held it in 7 quarters.
Childress Capital Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $313K in Q2 2024.
333 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2024.

Based on Childress Capital Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.