MWM
IBDP

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

Maltin 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
2023
Q1 		– Sell
-34,937
Closed -$853K – 112
2022
Q4 		$853K Sell
34,937
-972
-3% -$23.7K 0.62% 50
2022
Q3 		$874K Buy
35,909
+19,238
+115% +$475K 0.69% 51
2022
Q2 		$413K Buy
+16,671
New +$415K 0.3% 84

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 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 $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Maltin Wealth Management's IBDP Position: Q1 2023 in Review

Maltin Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2023, closing a stake of 34,937 shares — an estimated $853K sold.

Maltin Wealth Management first reported a position in IBDP in Q2 2022 and held it in 3 quarters. The position peaked at $874K in Q3 2022. 281 funds tracked by Wall St. Rank hold IBDP as of Q1 2023.

  • Maltin Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
  • Maltin Wealth Management sold 34,937 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2023, an estimated $853K.
  • Maltin Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2022 and held it in 3 quarters.
  • Maltin Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $874K in Q3 2022.
  • 281 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2023.

Based on Maltin Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.