KCM
IBDP

Karp Capital Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Karp Capital 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
2022
Q4 		– Sell
-442,099
Closed -$10.8M – 120
2022
Q3 		$10.8M Buy
442,099
+40,289
+10% +$994K 2.2% 13
2022
Q2 		$9.95M Buy
+401,810
New +$9.99M 1.76% 13

Other funds holding IBDP

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Karp Capital Management's IBDP Position: Q4 2022 in Review

Karp Capital Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2022, closing a stake of 442,099 shares — an estimated $10.8M sold.

Karp Capital Management first reported a position in IBDP in Q2 2022 and held it in 2 quarters. The position peaked at $10.8M in Q3 2022. 268 funds tracked by Wall St. Rank hold IBDP as of Q4 2022.

  • Karp Capital Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Karp Capital Management sold 442,099 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2022, an estimated $10.8M.
  • Karp Capital Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2022 and held it in 2 quarters.
  • Karp Capital Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $10.8M in Q3 2022.
  • 268 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.