FF
IBDP

Financial Futures’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Financial Futures’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
-13,235
Closed -$327K – 51
2023
Q3 		$327K Sell
13,235
-115,129
-90% -$2.84M 0.27% 39
2023
Q2 		$3.16M Buy
128,364
+20,846
+19% +$513K 2.5% 19
2023
Q1 		$2.64M Buy
107,518
+43,496
+68% +$1.07M 2.23% 20
2022
Q4 		$1.56M Buy
+64,022
New +$1.56M 1.41% 23

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 $666B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $75.1B AUM 31.89% 1-Year Est. Return

Financial Futures's IBDP Position: Q4 2023 in Review

Financial Futures sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2023, closing a stake of 13,235 shares — an estimated $327K sold.

Financial Futures first reported a position in IBDP in Q4 2022 and held it in 4 quarters. The position peaked at $3.16M in Q2 2023. 350 funds tracked by Wall St. Rank hold IBDP as of Q4 2023.

  • Financial Futures reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Financial Futures sold 13,235 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2023, an estimated $327K.
  • Financial Futures first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2022 and held it in 4 quarters.
  • Financial Futures's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $3.16M in Q2 2023.
  • 350 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2023.

Based on Financial Futures's 13F filing for Q4 2023, filed 25 Jan 2024.