FHA
IBDP

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

Flagship Harbor 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
2020
Q4 		– Sell
-2,375
Closed -$62K – 1847
2020
Q3 		$62K Hold
2,375
– – 0.01% 790
2020
Q2 		$62K Hold
2,375
– – 0.01% 790
2020
Q1 		$59K Hold
2,375
– – 0.01% 711
2019
Q4 		$61K Hold
2,375
– – 0.01% 764
2019
Q3 		$61K Hold
2,375
– – 0.01% 724
2019
Q2 		$60K Buy
2,375
+800
+51% +$20K 0.01% 711
2019
Q1 		$39K Buy
+1,575
New +$38.4K 0.01% 831

Other funds holding IBDP

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Flagship Harbor Advisors's IBDP Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2020, closing a stake of 2,375 shares — an estimated $62K sold.

Flagship Harbor Advisors first reported a position in IBDP in Q1 2019 and held it in 7 quarters. The position peaked at $62K in Q3 2020. 156 funds tracked by Wall St. Rank hold IBDP as of Q4 2020.

  • Flagship Harbor Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 2,375 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2020, an estimated $62K.
  • Flagship Harbor Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2019 and held it in 7 quarters.
  • Flagship Harbor Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $62K in Q3 2020.
  • 156 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.