OAM
IBDP

Occidental Asset Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Occidental Asset Management’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
Q2 		– Sell
-13,527
Closed -$333K – 237
2023
Q1 		$333K Hold
13,527
– – 0.08% 156
2022
Q4 		$330K Buy
+13,527
New +$330K 0.09% 155

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Occidental Asset Management's IBDP Position: Q2 2023 in Review

Occidental Asset Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q2 2023, closing a stake of 13,527 shares — an estimated $333K sold.

Occidental Asset Management first reported a position in IBDP in Q4 2022 and held it in 2 quarters. The position peaked at $333K in Q1 2023. 287 funds tracked by Wall St. Rank hold IBDP as of Q2 2023.

  • Occidental Asset Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q2 2023 after selling out during the quarter.
  • Occidental Asset Management sold 13,527 iShares iBonds Dec 2024 Term Corporate ETF shares in Q2 2023, an estimated $333K.
  • Occidental Asset Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2022 and held it in 2 quarters.
  • Occidental Asset Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $333K in Q1 2023.
  • 287 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q2 2023.

Based on Occidental Asset Management's 13F filing for Q2 2023, filed 12 Jul 2023.