Curi Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Curi Wealth Management’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 Q1	–	Sell	-20,643	Closed	-$514K	–	158
2023 Q4	$514K	Sell	20,643 -2,343	-10%	-$58.1K	0.07%	87
2023 Q3	$568K	Sell	22,986 -582	-2%	-$14.3K	0.09%	79
2023 Q2	$580K	Buy	+23,568	New	+$580K	0.08%	89
2023 Q1	–	Sell	-25,954	Closed	-$637K	–	94
2022 Q4	$634K	Sell	25,954 -1,352	-5%	-$32.9K	0.09%	106
2022 Q3	$665K	Buy	+27,306	New	+$674K	0.11%	97

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Curi Wealth Management's IBDP Position: Q1 2024 in Review

Curi Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2024, closing a stake of 20,643 shares — an estimated $514K sold.

Curi Wealth Management first reported a position in IBDP in Q3 2022 and held it in 5 quarters. The position peaked at $665K in Q3 2022. 360 funds tracked by Wall St. Rank hold IBDP as of Q1 2024.

Curi Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 20,643 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2024, an estimated $514K.
Curi Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2022 and held it in 5 quarters.
Curi Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $665K in Q3 2022.
360 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.