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Panoramic Investment Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Panoramic Investment Advisors’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-18,978
Closed -$501K – 122
2024
Q3 		$501K Buy
+18,978
New +$492K 0.35% 65
2024
Q1 		$1.58M Buy
61,978
+32,738
+112% +$832K 1.16% 25
2023
Q4 		$756K Buy
+29,240
New +$715K 0.65% 43

Other funds holding IBDY

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

Panoramic Investment Advisors's IBDY Position: Q4 2024 in Review

Panoramic Investment Advisors sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q4 2024, closing a stake of 18,978 shares — an estimated $501K sold.

Panoramic Investment Advisors first reported a position in IBDY in Q4 2023 and held it in 3 quarters. The position peaked at $1.58M in Q1 2024. 96 funds tracked by Wall St. Rank hold IBDY as of Q4 2024.

  • Panoramic Investment Advisors reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Panoramic Investment Advisors sold 18,978 iShares iBonds Dec 2033 Term Corporate ETF shares in Q4 2024, an estimated $501K.
  • Panoramic Investment Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and held it in 3 quarters.
  • Panoramic Investment Advisors's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $1.58M in Q1 2024.
  • 96 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q4 2024.

Based on Panoramic Investment Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.