PG
IBDP

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

Patten 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
2022
Q1 		– Sell
-7,773
Closed -$202K – 271
2021
Q4 		$202K Buy
+7,773
New +$202K 0.05% 258

Other funds holding IBDP

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Patten Group's IBDP Position: Q1 2022 in Review

Patten Group sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2022, closing a stake of 7,773 shares — an estimated $202K sold.

Patten Group first reported a position in IBDP in Q4 2021 and held it in 1 quarter. The position peaked at $202K in Q4 2021. 187 funds tracked by Wall St. Rank hold IBDP as of Q1 2022.

  • Patten Group reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
  • Patten Group sold 7,773 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2022, an estimated $202K.
  • Patten Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2021 and held it in 1 quarter.
  • Patten Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $202K in Q4 2021.
  • 187 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2022.

Based on Patten Group's 13F filing for Q1 2022, filed 28 Apr 2022.