GGI
IBDP

Godsey & Gibb Inc’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Godsey & Gibb Inc’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
-440
Closed -$11.1K – 465
2024
Q2 		$11.1K Sell
440
-1,500
-77% -$37.6K ﹤0.01% 296
2024
Q1 		$48.6K Sell
1,940
-100
-5% -$2.5K 0.01% 167
2023
Q4 		$50.8K Sell
2,040
-3,515
-63% -$87.1K 0.01% 162
2023
Q3 		$137K Sell
5,555
-8,012
-59% -$198K 0.02% 120
2023
Q2 		$334K Sell
13,567
-2,895
-18% -$71.2K 0.04% 88
2023
Q1 		$405K Sell
16,462
-36,948
-69% -$906K 0.05% 76
2022
Q4 		$1.3M Buy
+53,410
New +$1.3M 0.25% 32
2022
Q1 		– Sell
-140,660
Closed -$3.65M – 160
2021
Q4 		$3.65M Buy
+140,660
New +$3.66M 1.17% 15
2021
Q2 		– Sell
-155,195
Closed -$4.1M – 165
2021
Q1 		$4.1M Sell
155,195
-11,920
-7% -$316K 0.5% 43
2020
Q4 		$4.44M Sell
167,115
-3,705
-2% -$98.1K 0.6% 42
2020
Q3 		$4.52M Sell
170,820
-4,705
-3% -$125K 0.68% 42
2020
Q2 		$4.63M Sell
175,525
-11,600
-6% -$299K 0.74% 43
2020
Q1 		$4.63M Buy
187,125
+43,540
+30% +$1.11M 0.88% 40
2019
Q4 		$3.69M Buy
+143,585
New +$3.68M 0.52% 42

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Godsey & Gibb Inc's IBDP Position: Q3 2024 in Review

Godsey & Gibb Inc sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2024, closing a stake of 440 shares — an estimated $11.1K sold.

Godsey & Gibb Inc first reported a position in IBDP in Q4 2019 and held it in 14 quarters. The position peaked at $4.63M in Q2 2020. 333 funds tracked by Wall St. Rank hold IBDP as of Q3 2024.

  • Godsey & Gibb Inc reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
  • Godsey & Gibb Inc sold 440 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2024, an estimated $11.1K.
  • Godsey & Gibb Inc first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2019 and held it in 14 quarters.
  • Godsey & Gibb Inc's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $4.63M in Q2 2020.
  • 333 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2024.

Based on Godsey & Gibb Inc's 13F filing for Q3 2024, filed 18 Oct 2024.