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

Ironwood 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	-53,347	Closed	-$1.34M	–	157
2024 Q2	$1.34M	Sell	53,347 -20,530	-28%	-$514K	0.3%	64
2024 Q1	$1.85M	Buy	73,877 +2,059	+3%	+$51.4K	0.43%	48
2023 Q4	$1.79M	Buy	71,818 +13,502	+23%	+$335K	0.43%	46
2023 Q3	$1.44M	Buy	58,316 +2,456	+4%	+$60.5K	0.39%	49
2023 Q2	$1.38M	Buy	55,860 +3,753	+7%	+$92.3K	0.36%	52
2023 Q1	$1.28M	Buy	52,107 +18,729	+56%	+$459K	0.36%	54
2022 Q4	$815K	Buy	+33,378	New	+$813K	0.25%	66
2022 Q2	–	Sell	-13,405	Closed	-$336K	–	129
2022 Q1	$336K	Buy	+13,405	New	+$341K	0.09%	95

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

Ironwood Financial's IBDP Position: Q3 2024 in Review

Ironwood Financial sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2024, closing a stake of 53,347 shares — an estimated $1.34M sold.

Ironwood Financial first reported a position in IBDP in Q1 2022 and held it in 8 quarters. The position peaked at $1.85M in Q1 2024. 333 funds tracked by Wall St. Rank hold IBDP as of Q3 2024.

Ironwood Financial reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
Ironwood Financial sold 53,347 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2024, an estimated $1.34M.
Ironwood Financial first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2022 and held it in 8 quarters.
Ironwood Financial's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.85M in Q1 2024.
333 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2024.

Based on Ironwood Financial's 13F filing for Q3 2024, filed 16 Oct 2024.