Gofen & Glossberg’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Gofen & Glossberg’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
2022 Q4	$648K	Buy	+26,550	New	+$647K	0.02%	299

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

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

Gofen & Glossberg's IBDP Position: Q4 2022 in Review

Gofen & Glossberg opened a new position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2022: 26,550 shares worth $648K. The stake represents 0.02% of the portfolio and ranks #299 among its holdings.

268 funds tracked by Wall St. Rank hold IBDP as of Q4 2022.

Gofen & Glossberg held 26,550 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $648K as of Q4 2022.
iShares iBonds Dec 2024 Term Corporate ETF was a new Gofen & Glossberg position in Q4 2022.
iShares iBonds Dec 2024 Term Corporate ETF made up 0.02% of Gofen & Glossberg's portfolio in Q4 2022, its #299 holding.
268 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.