GSWM
IBDP

Greenup Street Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Greenup Street 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
2022
Q1 		– Sell
-7,900
Closed -$205K – 102
2021
Q4 		$205K Buy
+7,900
New +$206K 0.12% 80

Other funds holding IBDP

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Greenup Street Wealth Management's IBDP Position: Q1 2022 in Review

Greenup Street Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2022, closing a stake of 7,900 shares — an estimated $205K sold.

Greenup Street Wealth Management first reported a position in IBDP in Q4 2021 and held it in 1 quarter. The position peaked at $205K in Q4 2021. 187 funds tracked by Wall St. Rank hold IBDP as of Q1 2022.

  • Greenup Street Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
  • Greenup Street Wealth Management sold 7,900 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2022, an estimated $205K.
  • Greenup Street Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2021 and held it in 1 quarter.
  • Greenup Street Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $205K in Q4 2021.
  • 187 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2022.

Based on Greenup Street Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.