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M3 Advisory Group’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

M3 Advisory Group’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,794
Closed -$208K – 152
2024
Q3 		$208K Buy
+9,794
New +$204K 0.15% 143
2024
Q2 		– Sell
-9,794
Closed -$201K – 136
2024
Q1 		$201K Buy
+9,794
New +$200K 0.18% 128

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
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
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

M3 Advisory Group's IBDW Position: Q4 2024 in Review

M3 Advisory Group sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q4 2024, closing a stake of 9,794 shares — an estimated $208K sold.

M3 Advisory Group first reported a position in IBDW in Q1 2024 and held it in 2 quarters. The position peaked at $208K in Q3 2024. 178 funds tracked by Wall St. Rank hold IBDW as of Q4 2024.

  • M3 Advisory Group reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • M3 Advisory Group sold 9,794 iShares iBonds Dec 2031 Term Corporate ETF shares in Q4 2024, an estimated $208K.
  • M3 Advisory Group first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2024 and held it in 2 quarters.
  • M3 Advisory Group's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $208K in Q3 2024.
  • 178 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q4 2024.

Based on M3 Advisory Group's 13F filing for Q4 2024, filed 21 Jan 2025.