GP
IBDP

Geneva Partners’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Geneva Partners’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
2018
Q3 		– Sell
-21,617
Closed -$520K – 98
2018
Q2 		$520K Sell
21,617
-7,124
-25% -$172K 0.41% 61
2018
Q1 		$701K Buy
28,741
+26,041
+964% +$640K 0.58% 52
2017
Q4 		$676K Sell
2,700
-22,688
-89% -$570K 0.51% 62
2017
Q3 		$639K Buy
+25,388
New +$639K 0.5% 61
2016
Q2 		$605K Buy
+24,124
New +$605K 0.54% 54

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Geneva Partners's IBDP Position: Q3 2018 in Review

Geneva Partners sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2018, closing a stake of 21,617 shares — an estimated $520K sold.

Geneva Partners first reported a position in IBDP in Q2 2016 and held it in 5 quarters. The position peaked at $701K in Q1 2018. 66 funds tracked by Wall St. Rank hold IBDP as of Q3 2018.

  • Geneva Partners reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2018 after selling out during the quarter.
  • Geneva Partners sold 21,617 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2018, an estimated $520K.
  • Geneva Partners first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2016 and held it in 5 quarters.
  • Geneva Partners's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $701K in Q1 2018.
  • 66 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2018.

Based on Geneva Partners's 13F filing for Q3 2018, filed 23 Oct 2018.