IA
IBDP

IFG Advisory’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

IFG Advisory’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
2023
Q4 		– Sell
-9,677
Closed -$239K – 603
2023
Q3 		$239K Buy
+9,677
New +$239K 0.02% 482
2023
Q2 		– Sell
-10,934
Closed -$269K – 517
2023
Q1 		$269K Buy
10,934
+298
+3% +$7.31K 0.03% 428
2022
Q4 		$259K Sell
10,636
-2,503
-19% -$61K 0.03% 422
2022
Q3 		$319K Sell
13,139
-1,707
-11% -$42.1K 0.03% 399
2022
Q2 		$367K Sell
14,846
-14,156
-49% -$352K 0.04% 343
2022
Q1 		$727K Sell
29,002
-617
-2% -$15.7K 0.07% 244
2021
Q4 		$768K Sell
29,619
-7,324
-20% -$191K 0.07% 235
2021
Q3 		$971K Buy
36,943
+13,801
+60% +$363K 0.1% 200
2021
Q2 		$610K Sell
23,142
-25,984
-53% -$686K 0.07% 259
2021
Q1 		$1.3M Buy
+49,126
New +$1.3M 0.16% 151

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

IFG Advisory's IBDP Position: Q4 2023 in Review

IFG Advisory sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2023, closing a stake of 9,677 shares — an estimated $239K sold.

IFG Advisory first reported a position in IBDP in Q1 2021 and held it in 10 quarters. The position peaked at $1.3M in Q1 2021. 350 funds tracked by Wall St. Rank hold IBDP as of Q4 2023.

  • IFG Advisory reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • IFG Advisory sold 9,677 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2023, an estimated $239K.
  • IFG Advisory first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2021 and held it in 10 quarters.
  • IFG Advisory's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.3M in Q1 2021.
  • 350 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2023.

Based on IFG Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.