Forvis Mazars Wealth Advisors
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Forvis Mazars Wealth Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Forvis Mazars Wealth 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
2024
Q3 		– Sell
-24,184
Closed -$608K – 288
2024
Q2 		$608K Buy
+24,184
New +$606K 0.02% 266
2024
Q1 		– Hold
0
– – – 260
2023
Q4 		– Hold
0
– – – 252
2023
Q3 		– Hold
0
– – – 245
2023
Q2 		– Hold
0
– – – 267
2023
Q1 		– Hold
0
– – – 234
2022
Q4 		– Hold
0
– – – 225
2022
Q3 		– Hold
0
– – – 230
2022
Q2 		– Hold
0
– – – 219
2022
Q1 		– Hold
0
– – – 163
2021
Q4 		– Hold
0
– – – 121
2021
Q3 		– Hold
0
– – – 102
2021
Q2 		– Hold
0
– – – 99
2021
Q1 		– Sell
-68,298
Closed -$1.81M – 99
2020
Q4 		$1.82M Hold
68,298
– – 0.09% 103
2020
Q3 		$1.81M Buy
68,298
+1,885
+3% +$49.9K 0.11% 93
2020
Q2 		$1.75M Sell
66,413
-5,225
-7% -$135K 0.11% 92
2020
Q1 		$1.77M Buy
+71,638
New +$1.82M 0.15% 74
2019
Q4 		– Hold
0
– – – 93
2019
Q3 		– Hold
0
– – – 90
2019
Q2 		– Hold
0
– – – 98

Other funds holding IBDP

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
HM Payson & Co
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Forvis Mazars Wealth Advisors's IBDP Position: Q3 2024 in Review

Forvis Mazars Wealth Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2024, closing a stake of 24,184 shares — an estimated $608K sold.

Forvis Mazars Wealth Advisors first reported a position in IBDP in Q1 2020 and held it in 5 quarters. The position peaked at $1.82M in Q4 2020. 334 funds tracked by Wall St. Rank hold IBDP as of Q3 2024.

  • Forvis Mazars Wealth Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 24,184 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2024, an estimated $608K.
  • Forvis Mazars Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2020 and held it in 5 quarters.
  • Forvis Mazars Wealth Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.82M in Q4 2020.
  • 334 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2024.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.