IWS
IBDP

Insight Wealth Strategies’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Insight Wealth Strategies’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
2021
Q4 		– Sell
-8,693
Closed -$229K – 195
2021
Q3 		$229K Sell
8,693
-214
-2% -$5.63K 0.03% 176
2021
Q2 		$235K Buy
+8,907
New +$235K 0.03% 170

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
UBS Group
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Insight Wealth Strategies's IBDP Position: Q4 2021 in Review

Insight Wealth Strategies sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2021, closing a stake of 8,693 shares — an estimated $229K sold.

Insight Wealth Strategies first reported a position in IBDP in Q2 2021 and held it in 2 quarters. The position peaked at $235K in Q2 2021. 182 funds tracked by Wall St. Rank hold IBDP as of Q4 2021.

  • Insight Wealth Strategies reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 8,693 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2021, an estimated $229K.
  • Insight Wealth Strategies first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2021 and held it in 2 quarters.
  • Insight Wealth Strategies's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $235K in Q2 2021.
  • 182 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2021.

Based on Insight Wealth Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.