FA
IBDP

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

FDx 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
2018
Q2 		– Sell
-10,730
Closed -$262K – 1123
2018
Q1 		$262K Buy
+10,730
New +$264K 0.01% 1036

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

FDx Advisors's IBDP Position: Q2 2018 in Review

FDx Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q2 2018, closing a stake of 10,730 shares — an estimated $262K sold.

FDx Advisors first reported a position in IBDP in Q1 2018 and held it in 1 quarter. The position peaked at $262K in Q1 2018. 59 funds tracked by Wall St. Rank hold IBDP as of Q2 2018.

  • FDx Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q2 2018 after selling out during the quarter.
  • FDx Advisors sold 10,730 iShares iBonds Dec 2024 Term Corporate ETF shares in Q2 2018, an estimated $262K.
  • FDx Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2018 and held it in 1 quarter.
  • FDx Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $262K in Q1 2018.
  • 59 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q2 2018.

Based on FDx Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.