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IBDP

Navellier & Associates’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Navellier & Associates’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
2021
Q1 		– Sell
-9,715
Closed -$258K – 326
2020
Q4 		$258K Hold
9,715
– – 0.05% 240
2020
Q3 		$257K Hold
9,715
– – 0.06% 203
2020
Q2 		$256K Hold
9,715
– – 0.06% 196
2020
Q1 		$240K Hold
9,715
– – 0.06% 198
2019
Q4 		$250K Buy
+9,715
New +$249K 0.04% 254

Other funds holding IBDP

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Navellier & Associates's IBDP Position: Q1 2021 in Review

Navellier & Associates sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2021, closing a stake of 9,715 shares — an estimated $258K sold.

Navellier & Associates first reported a position in IBDP in Q4 2019 and held it in 5 quarters. The position peaked at $258K in Q4 2020. 167 funds tracked by Wall St. Rank hold IBDP as of Q1 2021.

  • Navellier & Associates reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2021 after selling out during the quarter.
  • Navellier & Associates sold 9,715 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2021, an estimated $258K.
  • Navellier & Associates first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2019 and held it in 5 quarters.
  • Navellier & Associates's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $258K in Q4 2020.
  • 167 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2021.

Based on Navellier & Associates's 13F filing for Q1 2021, filed 12 May 2021.