Main Street Financial Solutions’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Main Street Financial Solutions’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 Q4	–	Sell	-26,856	Closed	-$654K	–	470
2022 Q3	$654K	Buy	26,856 +3,287	+14%	+$81.1K	0.11%	190
2022 Q2	$583K	Buy	23,569 +1,700	+8%	+$42.3K	0.08%	227
2022 Q1	$549K	Sell	21,869 -908	-4%	-$23.1K	0.08%	230
2021 Q4	$591K	Sell	22,777 -1,680	-7%	-$43.7K	0.08%	237
2021 Q3	$643K	Buy	24,457 +3,021	+14%	+$79.5K	0.1%	208
2021 Q2	$565K	Buy	21,436 +1,210	+6%	+$31.9K	0.09%	216
2021 Q1	$534K	Sell	20,226 -310	-2%	-$8.21K	0.1%	209
2020 Q4	$546K	Buy	+20,536	New	+$543K	0.11%	187

Other funds holding IBDP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Main Street Financial Solutions's IBDP Position: Q4 2022 in Review

Main Street Financial Solutions sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2022, closing a stake of 26,856 shares — an estimated $654K sold.

Main Street Financial Solutions first reported a position in IBDP in Q4 2020 and held it in 8 quarters. The position peaked at $654K in Q3 2022. 268 funds tracked by Wall St. Rank hold IBDP as of Q4 2022.

Main Street Financial Solutions reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
Main Street Financial Solutions sold 26,856 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2022, an estimated $654K.
Main Street Financial Solutions first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2020 and held it in 8 quarters.
Main Street Financial Solutions's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $654K in Q3 2022.
268 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2022.

Based on Main Street Financial Solutions's 13F filing for Q4 2022, filed 30 Jan 2023.