LWCFA
IBDP

Loring Wolcott & Coolidge Fiduciary Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
Q4 		– Sell
-6,000
Closed -$151K – 584
2024
Q3 		$151K Hold
6,000
– – ﹤0.01% 310
2024
Q2 		$151K Hold
6,000
– – ﹤0.01% 301
2024
Q1 		$150K Hold
6,000
– – ﹤0.01% 297
2023
Q4 		$150K Buy
6,000
+2,000
+50% +$49.6K ﹤0.01% 305
2023
Q3 		$99K Hold
4,000
– – ﹤0.01% 357
2023
Q2 		$98.5K Hold
4,000
– – ﹤0.01% 371
2023
Q1 		$98.4K Buy
+4,000
New +$98.1K ﹤0.01% 344

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IBDP Position: Q4 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 6,000 shares — an estimated $151K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IBDP in Q1 2023 and held it in 7 quarters. The position peaked at $151K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 6,000 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $151K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2023 and held it in 7 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $151K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.