CG
IBDP

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

Colony 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
2023
Q3 		$247K Buy
+9,977
New +$246K ﹤0.01% 687

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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
US Bancorp
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Colony Group's IBDP Position: Q3 2023 in Review

Colony Group opened a new position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2023: 9,977 shares worth $247K. The stake represents ﹤0.01% of the portfolio and ranks #687 among its holdings.

314 funds tracked by Wall St. Rank hold IBDP as of Q3 2023.

  • Colony Group held 9,977 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $247K as of Q3 2023.
  • iShares iBonds Dec 2024 Term Corporate ETF was a new Colony Group position in Q3 2023.
  • iShares iBonds Dec 2024 Term Corporate ETF made up ﹤0.01% of Colony Group's portfolio in Q3 2023, its #687 holding.
  • 314 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2023.

Based on Colony Group's 13F filing for Q3 2023, filed 14 Nov 2023.