MMA
IBDP

Miracle Mile Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Miracle Mile 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
Q3 		– Sell
-13,320
Closed -$335K – 549
2024
Q2 		$335K Sell
13,320
-1,316
-9% -$33K 0.01% 389
2024
Q1 		$367K Sell
14,636
-2,232
-13% -$55.8K 0.01% 381
2023
Q4 		$420K Hold
16,868
– – 0.01% 358
2023
Q3 		$417K Sell
16,868
-644
-4% -$15.9K 0.01% 351
2023
Q2 		$431K Buy
17,512
+505
+3% +$12.4K 0.01% 367
2023
Q1 		$418K Sell
17,007
-214,337
-93% -$5.26M 0.01% 381
2022
Q4 		$5.65M Buy
+231,344
New +$5.64M 0.19% 104

Other funds holding IBDP

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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Miracle Mile Advisors's IBDP Position: Q3 2024 in Review

Miracle Mile Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2024, closing a stake of 13,320 shares — an estimated $335K sold.

Miracle Mile Advisors first reported a position in IBDP in Q4 2022 and held it in 7 quarters. The position peaked at $5.65M in Q4 2022. 333 funds tracked by Wall St. Rank hold IBDP as of Q3 2024.

  • Miracle Mile Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
  • Miracle Mile Advisors sold 13,320 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2024, an estimated $335K.
  • Miracle Mile Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2022 and held it in 7 quarters.
  • Miracle Mile Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $5.65M in Q4 2022.
  • 333 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2024.

Based on Miracle Mile Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.