FWP
IBDP

FAS Wealth Partners’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

FAS Wealth Partners’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
2022
Q1 		– Sell
-900
Closed -$23K – 409
2021
Q4 		$23K Hold
900
– – ﹤0.01% 370
2021
Q3 		$24K Hold
900
– – ﹤0.01% 363
2021
Q2 		$24K Hold
900
– – ﹤0.01% 345
2021
Q1 		$24K Hold
900
– – ﹤0.01% 318
2020
Q4 		$24K Hold
900
– – ﹤0.01% 305
2020
Q3 		$24K Hold
900
– – ﹤0.01% 291
2020
Q2 		$24K Hold
900
– – ﹤0.01% 280
2020
Q1 		$22K Hold
900
– – ﹤0.01% 267
2019
Q4 		$23K Buy
+900
New +$23.1K ﹤0.01% 252

Other funds holding IBDP

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FAS Wealth Partners's IBDP Position: Q1 2022 in Review

FAS Wealth Partners sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2022, closing a stake of 900 shares — an estimated $23K sold.

FAS Wealth Partners first reported a position in IBDP in Q4 2019 and held it in 9 quarters. The position peaked at $24K in Q3 2021. 187 funds tracked by Wall St. Rank hold IBDP as of Q1 2022.

  • FAS Wealth Partners reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
  • FAS Wealth Partners sold 900 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2022, an estimated $23K.
  • FAS Wealth Partners first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2019 and held it in 9 quarters.
  • FAS Wealth Partners's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $24K in Q3 2021.
  • 187 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2022.

Based on FAS Wealth Partners's 13F filing for Q1 2022, filed 4 May 2022.