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NorthRock Partners’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

NorthRock Partners’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-965
Closed -$19.8K – 832
2024
Q1 		$19.8K Buy
+965
New +$19.7K ﹤0.01% 712

Other funds holding IBDW

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NorthRock Partners's IBDW Position: Q2 2024 in Review

NorthRock Partners sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2024, closing a stake of 965 shares — an estimated $19.8K sold.

NorthRock Partners first reported a position in IBDW in Q1 2024 and held it in 1 quarter. The position peaked at $19.8K in Q1 2024. 141 funds tracked by Wall St. Rank hold IBDW as of Q2 2024.

  • NorthRock Partners reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
  • NorthRock Partners sold 965 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2024, an estimated $19.8K.
  • NorthRock Partners first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2024 and held it in 1 quarter.
  • NorthRock Partners's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $19.8K in Q1 2024.
  • 141 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2024.

Based on NorthRock Partners's 13F filing for Q2 2024, filed 6 Aug 2024.