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Delap Wealth Advisory’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Delap Wealth Advisory’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15,892
Closed -$394K – 86
2024
Q2 		$394K Buy
+15,892
New +$392K 0.18% 61
2024
Q1 		– Sell
-15,892
Closed -$399K – 264
2023
Q4 		$399K Buy
+15,892
New +$386K 0.18% 60

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return

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

Delap Wealth Advisory sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q3 2024, closing a stake of 15,892 shares — an estimated $394K sold.

Delap Wealth Advisory first reported a position in IBDT in Q4 2023 and held it in 2 quarters. The position peaked at $399K in Q4 2023. 291 funds tracked by Wall St. Rank hold IBDT as of Q3 2024.

  • Delap Wealth Advisory reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 15,892 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2024, an estimated $394K.
  • Delap Wealth Advisory first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and held it in 2 quarters.
  • Delap Wealth Advisory's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $399K in Q4 2023.
  • 291 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2024.

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