Granite Bay Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Granite Bay Wealth Management’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 Q2	–	Sell	-12,000	Closed	-$301K	–	84
2024 Q1	$301K	Sell	12,000 -795,500	-99%	-$19.9M	0.17%	62
2023 Q4	$20M	Sell	807,500 -358,000	-31%	-$8.87M	0.18%	57
2023 Q3	$28.7M	Buy	1,165,500 +1,147,000	+6,200%	+$28.3M	0.28%	47
2023 Q2	$455K	Hold	18,500	–	–	0.42%	31
2023 Q1	$455K	Hold	18,500	–	–	0.32%	45
2022 Q4	$452K	Buy	18,500 +4,000	+28%	+$97.5K	0.29%	37
2022 Q3	$353K	Buy	+14,500	New	+$358K	0.28%	42

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

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

RJFSA

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Granite Bay Wealth Management's IBDP Position: Q2 2024 in Review

Granite Bay Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q2 2024, closing a stake of 12,000 shares — an estimated $301K sold.

Granite Bay Wealth Management first reported a position in IBDP in Q3 2022 and held it in 7 quarters. The position peaked at $28.7M in Q3 2023. 354 funds tracked by Wall St. Rank hold IBDP as of Q2 2024.

Granite Bay Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
Granite Bay Wealth Management sold 12,000 iShares iBonds Dec 2024 Term Corporate ETF shares in Q2 2024, an estimated $301K.
Granite Bay Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2022 and held it in 7 quarters.
Granite Bay Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $28.7M in Q3 2023.
354 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q2 2024.

Based on Granite Bay Wealth Management's 13F filing for Q2 2024, filed 15 Jul 2024.