DWA
IBDP

Delap Wealth Advisory’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Delap Wealth Advisory’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
Q3 		– Sell
-16,640
Closed -$418K – 123
2024
Q2 		$418K Buy
16,640
+8,320
+100% +$208K 0.19% 55
2024
Q1 		$208K Sell
8,320
-8,320
-50% -$208K 0.08% 236
2023
Q4 		$415K Buy
16,640
+8,320
+100% +$206K 0.19% 56
2023
Q3 		$206K Hold
8,320
– – 0.2% 50
2023
Q2 		$205K Hold
8,320
– – 0.2% 48
2023
Q1 		$205K Hold
8,320
– – 0.21% 54
2022
Q4 		$203K Buy
+8,320
New +$203K 0.21% 65

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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Delap Wealth Advisory's IBDP Position: Q3 2024 in Review

Delap Wealth Advisory sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2024, closing a stake of 16,640 shares — an estimated $418K sold.

Delap Wealth Advisory first reported a position in IBDP in Q4 2022 and held it in 7 quarters. The position peaked at $418K in Q2 2024. 333 funds tracked by Wall St. Rank hold IBDP as of Q3 2024.

  • Delap Wealth Advisory reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 16,640 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2024, an estimated $418K.
  • Delap Wealth Advisory first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2022 and held it in 7 quarters.
  • Delap Wealth Advisory's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $418K in Q2 2024.
  • 333 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2024.

Based on Delap Wealth Advisory's 13F filing for Q3 2024, filed 12 Nov 2024.