DSA
IBDP

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

Droms Strauss 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
2024
Q3 		– Sell
-173,642
Closed -$4.36M – 68
2024
Q2 		$4.36M Sell
173,642
-5,995
-3% -$150K 1.58% 12
2024
Q1 		$4.5M Buy
179,637
+59,966
+50% +$1.5M 1.65% 10
2023
Q4 		$2.98M Sell
119,671
-70,662
-37% -$1.75M 1.16% 15
2023
Q3 		$4.71M Sell
190,333
-591
-0.3% -$14.6K 2.03% 7
2023
Q2 		$4.69M Buy
190,924
+93,357
+96% +$2.3M 1.96% 8
2023
Q1 		$2.4M Buy
97,567
+8,580
+10% +$210K 1.08% 17
2022
Q4 		$2.18M Buy
88,987
+5,445
+7% +$133K 1% 16
2022
Q3 		$2.04M Buy
83,542
+58,746
+237% +$1.45M 1.01% 18
2022
Q2 		$614K Buy
+24,796
New +$617K 0.31% 34

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 $6.93B AUM 28.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $75B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $501B AUM 22.01% 1-Year Est. Return