Gradient Investments’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Gradient Investments’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
2020 Q3	–	Sell	-32	Closed	-$1K	–	1239
2020 Q2	$1K	Sell	32 -10,258	-100%	-$264K	﹤0.01%	1017
2020 Q1	$254K	Buy	10,290 +580	+6%	+$14.8K	0.01%	221
2019 Q4	$249K	Buy	9,710 +2,453	+34%	+$62.9K	0.01%	248
2019 Q3	$186K	Hold	7,257	–	–	0.01%	260
2019 Q2	$185K	Buy	7,257 +958	+15%	+$23.9K	0.01%	265
2019 Q1	$157K	Sell	6,299 -630	-9%	-$15.4K	0.01%	259
2018 Q4	$166K	Buy	+6,929	New	+$165K	0.01%	235
2018 Q1	–	Sell	-373	Closed	-$9K	–	1196
2017 Q4	$9K	Buy	+373	New	+$9.37K	﹤0.01%	618

Other funds holding IBDP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

Gradient Investments's IBDP Position: Q3 2020 in Review

Gradient Investments sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2020, closing a stake of 32 shares — an estimated $1K sold.

Gradient Investments first reported a position in IBDP in Q4 2017 and held it in 8 quarters. The position peaked at $254K in Q1 2020. 142 funds tracked by Wall St. Rank hold IBDP as of Q3 2020.

Gradient Investments reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2020 after selling out during the quarter.
Gradient Investments sold 32 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2020, an estimated $1K.
Gradient Investments first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2017 and held it in 8 quarters.
Gradient Investments's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $254K in Q1 2020.
142 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2020.

Based on Gradient Investments's 13F filing for Q3 2020, filed 6 Oct 2020.