KWM
IBDP

Kingsview Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Kingsview Wealth 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
Q3 		– Sell
-11,444
Closed -$283K – 894
2022
Q2 		$283K Buy
+11,444
New +$285K 0.01% 679

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kingsview Wealth Management's IBDP Position: Q3 2022 in Review

Kingsview Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2022, closing a stake of 11,444 shares — an estimated $283K sold.

Kingsview Wealth Management first reported a position in IBDP in Q2 2022 and held it in 1 quarter. The position peaked at $283K in Q2 2022. 244 funds tracked by Wall St. Rank hold IBDP as of Q3 2022.

  • Kingsview Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2022 after selling out during the quarter.
  • Kingsview Wealth Management sold 11,444 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2022, an estimated $283K.
  • Kingsview Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2022 and held it in 1 quarter.
  • Kingsview Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $283K in Q2 2022.
  • 244 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2022.

Based on Kingsview Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.