Integrated Wealth Management (Palm Desert)’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-4,179	Closed	-$107K	–	1047
2016 Q3	$107K	Hold	4,179	–	–	0.04%	312
2016 Q2	$107K	Hold	4,179	–	–	0.04%	306
2016 Q1	$104K	Buy	4,179 +845	+25%	+$20.4K	0.04%	278
2015 Q4	$80K	Buy	+3,334	New	+$80.6K	0.03%	316

Other funds holding IBDP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s IBDP Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2016, closing a stake of 4,179 shares — an estimated $107K sold.

Integrated Wealth Management (Palm Desert) first reported a position in IBDP in Q4 2015 and held it in 4 quarters. The position peaked at $107K in Q3 2016. 25 funds tracked by Wall St. Rank hold IBDP as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 4,179 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2016, an estimated $107K.
Integrated Wealth Management (Palm Desert) first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2015 and held it in 4 quarters.
Integrated Wealth Management (Palm Desert)'s iShares iBonds Dec 2024 Term Corporate ETF position peaked at $107K in Q3 2016.
25 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.