Private Portfolio Partners’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Private Portfolio Partners’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$331K	Hold	13,300	–	–	0.06%	225
2024 Q3	$340K	Hold	13,300	–	–	0.06%	210
2024 Q2	$329K	Hold	13,300	–	–	0.27%	63
2024 Q1	$331K	Buy	+13,300	New	+$331K	0.07%	202

Other funds holding IBDT

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

CIA

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ACA

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Private Portfolio Partners's IBDT Position: Q4 2024 in Review

Private Portfolio Partners held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q4 2024 at 13,300 shares worth $331K. The position accounts for 0.06% of the portfolio, ranked #225.

Private Portfolio Partners first reported a position in IBDT in Q1 2024 and has held it in 4 quarters since. The position peaked at $340K in Q3 2024. 327 funds tracked by Wall St. Rank hold IBDT as of Q4 2024.

Private Portfolio Partners held 13,300 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $331K as of Q4 2024.
Private Portfolio Partners left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q4 2024.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.06% of Private Portfolio Partners's portfolio in Q4 2024, its #225 holding.
Private Portfolio Partners first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2024 and has held it in 4 quarters since.
Private Portfolio Partners's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $340K in Q3 2024.
327 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.