MHR
IBDP

Matthew Hamilton Rosenberg’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Matthew Hamilton Rosenberg’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
2020
Q2 		– Sell
-5,863
Closed -$145K – 555
2020
Q1 		$145K Buy
+5,863
New +$149K 0.14% 80

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Matthew Hamilton Rosenberg's IBDP Position: Q2 2020 in Review

Matthew Hamilton Rosenberg sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q2 2020, closing a stake of 5,863 shares — an estimated $145K sold.

Matthew Hamilton Rosenberg first reported a position in IBDP in Q1 2020 and held it in 1 quarter. The position peaked at $145K in Q1 2020. 133 funds tracked by Wall St. Rank hold IBDP as of Q2 2020.

  • Matthew Hamilton Rosenberg reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q2 2020 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 5,863 iShares iBonds Dec 2024 Term Corporate ETF shares in Q2 2020, an estimated $145K.
  • Matthew Hamilton Rosenberg first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2020 and held it in 1 quarter.
  • Matthew Hamilton Rosenberg's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $145K in Q1 2020.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q2 2020.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2020, filed 4 Aug 2020.