IRON Financial’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

IRON Financial’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
2024 Q3	–	Sell	-12,635	Closed	-$318K	–	128
2024 Q2	$318K	Buy	12,635 +20	+0.2%	+$501	0.18%	75
2024 Q1	$316K	Buy	12,615 +42	+0.3%	+$1.05K	0.18%	72
2023 Q4	$313K	Sell	12,573 -3,450	-22%	-$85.5K	0.18%	76
2023 Q3	$396K	Buy	16,023 +121	+0.8%	+$2.98K	0.23%	65
2023 Q2	$392K	Sell	15,902 -530	-3%	-$13K	0.21%	60
2023 Q1	$404K	Buy	16,432 +455	+3%	+$11.2K	0.22%	63
2022 Q4	$390K	Buy	15,977 +126	+0.8%	+$3.07K	0.22%	63
2022 Q3	$386K	Buy	15,851 +3,671	+30%	+$90.6K	0.21%	66
2022 Q2	$301K	Buy	+12,180	New	+$303K	0.16%	79

Other funds holding IBDP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IRON Financial's IBDP Position: Q3 2024 in Review

IRON Financial sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2024, closing a stake of 12,635 shares — an estimated $318K sold.

IRON Financial first reported a position in IBDP in Q2 2022 and held it in 9 quarters. The position peaked at $404K in Q1 2023. 333 funds tracked by Wall St. Rank hold IBDP as of Q3 2024.

IRON Financial reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
IRON Financial sold 12,635 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2024, an estimated $318K.
IRON Financial first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2022 and held it in 9 quarters.
IRON Financial's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $404K in Q1 2023.
333 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2024.

Based on IRON Financial's 13F filing for Q3 2024, filed 28 Oct 2024.