FFO
IBDP

Fortitude Family Office’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Fortitude Family Office’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
Q1 		– Sell
-16,261
Closed -$405K – 1104
2023
Q4 		$405K Buy
+16,261
New +$403K 0.3% 52

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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Fortitude Family Office's IBDP Position: Q1 2024 in Review

Fortitude Family Office sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2024, closing a stake of 16,261 shares — an estimated $405K sold.

Fortitude Family Office first reported a position in IBDP in Q4 2023 and held it in 1 quarter. The position peaked at $405K in Q4 2023. 360 funds tracked by Wall St. Rank hold IBDP as of Q1 2024.

  • Fortitude Family Office reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
  • Fortitude Family Office sold 16,261 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2024, an estimated $405K.
  • Fortitude Family Office first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 1 quarter.
  • Fortitude Family Office's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $405K in Q4 2023.
  • 360 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2024.

Based on Fortitude Family Office's 13F filing for Q1 2024, filed 11 Apr 2024.