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	$1.81M	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 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

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 $1.81M in Q4 2020. 333 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 $1.81M in Q4 2020.
333 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.