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IBDP

NWAM LLC’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

NWAM LLC’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
Q1 		– Sell
-21,224
Closed -$529K – 615
2023
Q4 		$529K Buy
+21,224
New +$526K 0.04% 334

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

NWAM LLC's IBDP Position: Q1 2024 in Review

NWAM LLC sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2024, closing a stake of 21,224 shares — an estimated $529K sold.

NWAM LLC first reported a position in IBDP in Q4 2023 and held it in 1 quarter. The position peaked at $529K in Q4 2023. 360 funds tracked by Wall St. Rank hold IBDP as of Q1 2024.

  • NWAM LLC reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
  • NWAM LLC sold 21,224 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2024, an estimated $529K.
  • NWAM LLC first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 1 quarter.
  • NWAM LLC's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $529K in Q4 2023.
  • 360 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2024.

Based on NWAM LLC's 13F filing for Q1 2024, filed 9 May 2024.