Freedom Investment Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Freedom Investment Management’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
2023 Q4	–	Sell	-10,872	Closed	-$269K	–	796
2023 Q3	$269K	Buy	+10,872	New	+$268K	0.03%	542
2022 Q1	–	Sell	-53,796	Closed	-$1.4M	–	976
2021 Q4	$1.4M	Sell	53,796 -44,207	-45%	-$1.15M	0.1%	262
2021 Q3	$2.58M	Buy	98,003 +2,937	+3%	+$77.3K	0.2%	124
2021 Q2	$2.51M	Buy	95,066 +3,136	+3%	+$82.8K	0.19%	127
2021 Q1	$2.43M	Buy	+91,930	New	+$2.43M	0.19%	123

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Freedom Investment Management's IBDP Position: Q4 2023 in Review

Freedom Investment Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2023, closing a stake of 10,872 shares — an estimated $269K sold.

Freedom Investment Management first reported a position in IBDP in Q1 2021 and held it in 5 quarters. The position peaked at $2.58M in Q3 2021. 350 funds tracked by Wall St. Rank hold IBDP as of Q4 2023.

Freedom Investment Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
Freedom Investment Management sold 10,872 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2023, an estimated $269K.
Freedom Investment Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2021 and held it in 5 quarters.
Freedom Investment Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $2.58M in Q3 2021.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2023.

Based on Freedom Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.