KC
IBDP

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

KHP Capital’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
2018
Q3 		$918K Buy
38,078
+6,596
+21% +$159K 0.56% 29
2018
Q2 		$758K Buy
31,482
+7,200
+30% +$173K 0.49% 31
2018
Q1 		$592K Buy
24,282
+5,382
+28% +$132K 0.41% 32
2017
Q4 		$473K Buy
+18,900
New +$475K 0.34% 37

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KHP Capital's IBDP Position: Q3 2018 in Review

KHP Capital increased its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) stake by 21% in Q3 2018, buying an estimated $159K and bringing the position to 38,078 shares worth $918K. The position accounts for 0.56% of the portfolio, ranked #29.

KHP Capital first reported a position in IBDP in Q4 2017 and has held it in 4 quarters since. 66 funds tracked by Wall St. Rank hold IBDP as of Q3 2018.

  • KHP Capital held 38,078 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $918K as of Q3 2018.
  • KHP Capital bought 6,596 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2018, an estimated $159K.
  • iShares iBonds Dec 2024 Term Corporate ETF made up 0.56% of KHP Capital's portfolio in Q3 2018, its #29 holding.
  • KHP Capital first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2017 and has held it in 4 quarters since.
  • 66 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2018.

Based on KHP Capital's 13F filing for Q3 2018, filed 8 Nov 2018.