MAG
IBDP

MRA Advisory Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

MRA Advisory Group’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
Q3 		– Sell
-8,568
Closed -$211K – 146
2023
Q2 		$211K Hold
8,568
– – 0.15% 121
2023
Q1 		$211K Buy
+8,568
New +$210K 0.15% 119

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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
US Bancorp
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MRA Advisory Group's IBDP Position: Q3 2023 in Review

MRA Advisory Group sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2023, closing a stake of 8,568 shares — an estimated $211K sold.

MRA Advisory Group first reported a position in IBDP in Q1 2023 and held it in 2 quarters. The position peaked at $211K in Q2 2023. 314 funds tracked by Wall St. Rank hold IBDP as of Q3 2023.

  • MRA Advisory Group reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2023 after selling out during the quarter.
  • MRA Advisory Group sold 8,568 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2023, an estimated $211K.
  • MRA Advisory Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2023 and held it in 2 quarters.
  • MRA Advisory Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $211K in Q2 2023.
  • 314 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2023.

Based on MRA Advisory Group's 13F filing for Q3 2023, filed 8 Nov 2023.