Consilio Wealth Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Consilio Wealth 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	-33,934	Closed	-$837K	–	59
2023 Q3	$837K	Buy	33,934 +257	+0.8%	+$6.33K	0.49%	26
2023 Q2	$829K	Buy	33,677 +246	+0.7%	+$6.05K	0.46%	26
2023 Q1	$822K	Buy	33,431 +161	+0.5%	+$3.95K	0.47%	28
2022 Q4	$812K	Buy	33,270 +263	+0.8%	+$6.41K	0.52%	27
2022 Q3	$804K	Buy	33,007 +162	+0.5%	+$4K	0.63%	29
2022 Q2	$813K	Buy	32,845 +148	+0.5%	+$3.68K	0.66%	24
2022 Q1	$821K	Buy	+32,697	New	+$833K	0.65%	25

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

Consilio Wealth Advisors's IBDP Position: Q4 2023 in Review

Consilio Wealth Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2023, closing a stake of 33,934 shares — an estimated $837K sold.

Consilio Wealth Advisors first reported a position in IBDP in Q1 2022 and held it in 7 quarters. The position peaked at $837K in Q3 2023. 350 funds tracked by Wall St. Rank hold IBDP as of Q4 2023.

Consilio Wealth Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
Consilio Wealth Advisors sold 33,934 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2023, an estimated $837K.
Consilio Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2022 and held it in 7 quarters.
Consilio Wealth Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $837K in Q3 2023.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2023.

Based on Consilio Wealth Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.