GFPC
IBDP

Global Financial Private Capital’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Global Financial Private Capital’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
2019
Q2 		– Sell
-28,507
Closed -$709K – 565
2019
Q1 		$709K Buy
+28,507
New +$695K 0.03% 266

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Global Financial Private Capital's IBDP Position: Q2 2019 in Review

Global Financial Private Capital sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q2 2019, closing a stake of 28,507 shares — an estimated $709K sold.

Global Financial Private Capital first reported a position in IBDP in Q1 2019 and held it in 1 quarter. The position peaked at $709K in Q1 2019. 87 funds tracked by Wall St. Rank hold IBDP as of Q2 2019.

  • Global Financial Private Capital reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q2 2019 after selling out during the quarter.
  • Global Financial Private Capital sold 28,507 iShares iBonds Dec 2024 Term Corporate ETF shares in Q2 2019, an estimated $709K.
  • Global Financial Private Capital first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2019 and held it in 1 quarter.
  • Global Financial Private Capital's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $709K in Q1 2019.
  • 87 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q2 2019.

Based on Global Financial Private Capital's 13F filing for Q2 2019, filed 14 Aug 2019.