IFWM
IBDP

Institute for Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Institute for 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
2020
Q1 		– Sell
-7
Closed – – 696
2019
Q4 		$0 Buy
+7
New +$180 ﹤0.01% 704

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Institute for Wealth Management's IBDP Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2020, closing a stake of 7 shares.

Institute for Wealth Management first reported a position in IBDP in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 123 funds tracked by Wall St. Rank hold IBDP as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 7 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2020.
  • Institute for Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $0 in Q4 2019.
  • 123 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.