EK
IBDP

Evensky & Katz’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Evensky & Katz’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
2023
Q4 		– Sell
-120
Closed -$3K – 88
2023
Q3 		$3K Sell
120
-2,331
-95% -$57.5K ﹤0.01% 86
2023
Q2 		$60K Buy
2,451
+12
+0.5% +$295 ﹤0.01% 78
2023
Q1 		$60K Sell
2,439
-115
-5% -$2.82K ﹤0.01% 77
2022
Q4 		$62K Sell
2,554
-525
-17% -$12.8K 0.01% 77
2022
Q3 		$75K Sell
3,079
-2,080
-40% -$51.3K 0.01% 72
2022
Q2 		$128K Sell
5,159
-1,345,623
-100% -$33.5M 0.01% 67
2022
Q1 		$33.9M Buy
1,350,782
+886,554
+191% +$22.6M 3.35% 12
2021
Q4 		$12M Buy
+464,228
New +$12.1M 1.16% 19

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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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