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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Droms Strauss Advisors's IBDP Position: Q3 2024 in Review

Droms Strauss Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2024, closing a stake of 173,642 shares — an estimated $4.36M sold.

Droms Strauss Advisors first reported a position in IBDP in Q2 2022 and held it in 9 quarters. The position peaked at $4.71M in Q3 2023. 333 funds tracked by Wall St. Rank hold IBDP as of Q3 2024.

Droms Strauss Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
Droms Strauss Advisors sold 173,642 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2024, an estimated $4.36M.
Droms Strauss Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2022 and held it in 9 quarters.
Droms Strauss Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $4.71M in Q3 2023.
333 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2024.

Based on Droms Strauss Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.