Focus Partners Advisor Solutions’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Focus Partners Advisor Solutions’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
2024 Q3	–	Hold	0	–	–	–	523
2023 Q4	–	Hold	0	–	–	–	262
2023 Q3	–	Hold	0	–	–	–	268
2023 Q2	–	Hold	0	–	–	–	198
2023 Q1	–	Hold	0	–	–	–	159
2022 Q4	–	Sell	-10,872	Closed	-$265K	–	439
2022 Q3	$265K	Hold	10,872	–	–	0.02%	330
2022 Q2	$269K	Buy	10,872 +2,459	+29%	+$61.1K	0.02%	275
2022 Q1	$211K	Buy	8,413 +93	+1%	+$2.37K	0.02%	303
2021 Q4	$216K	Buy	+8,320	New	+$217K	0.05%	131

Other funds holding IBDP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Focus Partners Advisor Solutions's IBDP Position: Q3 2024 in Review

Focus Partners Advisor Solutions held its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) position steady in Q3 2024 at 0 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #523.

Focus Partners Advisor Solutions first reported a position in IBDP in Q4 2021 and has held it in 4 quarters since. The position peaked at $269K in Q2 2022. 333 funds tracked by Wall St. Rank hold IBDP as of Q3 2024.

Focus Partners Advisor Solutions held 0 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $354K as of Q3 2024.
Focus Partners Advisor Solutions left its iShares iBonds Dec 2024 Term Corporate ETF share count unchanged in Q3 2024.
iShares iBonds Dec 2024 Term Corporate ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q3 2024, its #523 holding.
Focus Partners Advisor Solutions first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2021 and has held it in 4 quarters since.
Focus Partners Advisor Solutions's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $269K in Q2 2022.
333 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2024.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.