KTC
IBDP

Kistler-Tiffany Companies’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Kistler-Tiffany Companies’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
2023
Q2 		$619K Sell
25,148
-30,250
-55% -$744K 0.1% 162
2023
Q1 		$1.36M Sell
55,398
-2,850
-5% -$69.9K 0.26% 74
2022
Q4 		$1.42M Sell
58,248
-28,266
-33% -$689K 0.29% 64
2022
Q3 		$2.11M Buy
86,514
+76,164
+736% +$1.88M 0.48% 39
2022
Q2 		$256K Buy
+10,350
New +$257K 0.06% 180

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GT
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kistler-Tiffany Companies's IBDP Position: Q2 2023 in Review

Kistler-Tiffany Companies reduced its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) stake by 55% in Q2 2023, selling an estimated $744K and leaving 25,148 shares worth $619K. The position accounts for 0.1% of the portfolio, ranked #162.

Kistler-Tiffany Companies first reported a position in IBDP in Q2 2022 and has held it in 5 quarters since. The position peaked at $2.11M in Q3 2022. 287 funds tracked by Wall St. Rank hold IBDP as of Q2 2023.

  • Kistler-Tiffany Companies held 25,148 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $619K as of Q2 2023.
  • Kistler-Tiffany Companies sold 30,250 iShares iBonds Dec 2024 Term Corporate ETF shares in Q2 2023, an estimated $744K.
  • iShares iBonds Dec 2024 Term Corporate ETF made up 0.1% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #162 holding.
  • Kistler-Tiffany Companies first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2022 and has held it in 5 quarters since.
  • Kistler-Tiffany Companies's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $2.11M in Q3 2022.
  • 287 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.