CA
IBDP

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

CoreCap 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
2022
Q4 		$15.7K Buy
+644
New +$15.7K ﹤0.01% 1382
2022
Q1 		– Sell
-400
Closed -$10K – 2197
2021
Q4 		$10K Buy
+400
New +$10.4K ﹤0.01% 1562

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CoreCap Advisors's IBDP Position: Q4 2022 in Review

CoreCap Advisors opened a new position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2022: 644 shares worth $15.7K. The stake represents ﹤0.01% of the portfolio and ranks #1382 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in IBDP as recently as Q4 2021.

CoreCap Advisors first reported a position in IBDP in Q4 2021 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold IBDP as of Q4 2022.

  • CoreCap Advisors held 644 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $15.7K as of Q4 2022.
  • iShares iBonds Dec 2024 Term Corporate ETF was a new CoreCap Advisors position in Q4 2022.
  • iShares iBonds Dec 2024 Term Corporate ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q4 2022, its #1382 holding.
  • CoreCap Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2021 and has held it in 2 quarters since.
  • 268 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2022.

Based on CoreCap Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.