Pineno Levin & Ford Asset Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Pineno Levin & Ford 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
2021 Q4	–	Sell	-7,600	Closed	-$200K	–	120
2021 Q3	$200K	Hold	7,600	–	–	0.06%	113
2021 Q2	$200K	Hold	7,600	–	–	0.06%	111
2021 Q1	$201K	Hold	7,600	–	–	0.07%	108
2020 Q4	$202K	Hold	7,600	–	–	0.07%	103
2020 Q3	$201K	Hold	7,600	–	–	0.08%	101
2020 Q2	$200K	Buy	+7,600	New	+$196K	0.09%	97

Other funds holding IBDP

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Pineno Levin & Ford Asset Management's IBDP Position: Q4 2021 in Review

Pineno Levin & Ford Asset Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2021, closing a stake of 7,600 shares — an estimated $200K sold.

Pineno Levin & Ford Asset Management first reported a position in IBDP in Q2 2020 and held it in 6 quarters. The position peaked at $202K in Q4 2020. 182 funds tracked by Wall St. Rank hold IBDP as of Q4 2021.

Pineno Levin & Ford Asset Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Pineno Levin & Ford Asset Management sold 7,600 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2021, an estimated $200K.
Pineno Levin & Ford Asset Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2020 and held it in 6 quarters.
Pineno Levin & Ford Asset Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $202K in Q4 2020.
182 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2021.

Based on Pineno Levin & Ford Asset Management's 13F filing for Q4 2021, filed 21 Jan 2022.