NG
IBDP

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

Northstar 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
2024
Q3 		– Hold
0
– – – 23
2024
Q2 		– Hold
0
– – – 19
2024
Q1 		– Hold
0
– – – 18
2023
Q4 		– Hold
0
– – – 17
2023
Q3 		– Hold
0
– – – 17
2023
Q2 		– Hold
0
– – – 18
2023
Q1 		– Hold
0
– – – 16
2022
Q4 		– Hold
0
– – – 26
2022
Q3 		– Hold
0
– – – 39
2022
Q2 		– Hold
0
– – – 73
2022
Q1 		– Hold
0
– – – 102
2021
Q4 		– Hold
0
– – – 131

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