Colton Groome Financial Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Colton Groome Financial 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
2023 Q4	–	Sell	-8,200	Closed	-$203K	–	134
2023 Q3	$203K	Hold	8,200	–	–	0.1%	108
2023 Q2	$202K	Sell	8,200 -1,000	-11%	-$24.6K	0.09%	117
2023 Q1	$226K	Hold	9,200	–	–	0.11%	112
2022 Q4	$225K	Hold	9,200	–	–	0.11%	117
2022 Q3	$224K	Hold	9,200	–	–	0.11%	106
2022 Q2	$228K	Hold	9,200	–	–	0.11%	101
2022 Q1	$231K	Buy	+9,200	New	+$234K	0.11%	96

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Colton Groome Financial Advisors's IBDP Position: Q4 2023 in Review

Colton Groome Financial Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2023, closing a stake of 8,200 shares — an estimated $203K sold.

Colton Groome Financial Advisors first reported a position in IBDP in Q1 2022 and held it in 7 quarters. The position peaked at $231K in Q1 2022. 350 funds tracked by Wall St. Rank hold IBDP as of Q4 2023.

Colton Groome Financial Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
Colton Groome Financial Advisors sold 8,200 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2023, an estimated $203K.
Colton Groome Financial Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2022 and held it in 7 quarters.
Colton Groome Financial Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $231K in Q1 2022.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2023.

Based on Colton Groome Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.