NHT
IBDP

New Hampshire Trust’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

New Hampshire Trust’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
-1,200
Closed -$29.3K – 397
2022
Q4 		$29.3K Buy
+1,200
New +$29.2K 0.01% 282

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
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

New Hampshire Trust's IBDP Position: Q1 2023 in Review

New Hampshire Trust sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2023, closing a stake of 1,200 shares — an estimated $29.3K sold.

New Hampshire Trust first reported a position in IBDP in Q4 2022 and held it in 1 quarter. The position peaked at $29.3K in Q4 2022. 282 funds tracked by Wall St. Rank hold IBDP as of Q1 2023.

  • New Hampshire Trust reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
  • New Hampshire Trust sold 1,200 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2023, an estimated $29.3K.
  • New Hampshire Trust first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2022 and held it in 1 quarter.
  • New Hampshire Trust's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $29.3K in Q4 2022.
  • 282 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2023.

Based on New Hampshire Trust's 13F filing for Q1 2023, filed 18 Apr 2023.