PPP
IBDW icon

Private Portfolio Partners’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Private Portfolio Partners’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$393K Buy
19,300
+4,000
+26% +$82.7K 0.07% 200
2024
Q3 		$325K Buy
+15,300
New +$319K 0.06% 215

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

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

Private Portfolio Partners increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 26% in Q4 2024, buying an estimated $82.7K and bringing the position to 19,300 shares worth $393K. The position accounts for 0.07% of the portfolio, ranked #200.

Private Portfolio Partners first reported a position in IBDW in Q3 2024 and has held it in 2 quarters since. 178 funds tracked by Wall St. Rank hold IBDW as of Q4 2024.

  • Private Portfolio Partners held 19,300 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $393K as of Q4 2024.
  • Private Portfolio Partners bought 4,000 iShares iBonds Dec 2031 Term Corporate ETF shares in Q4 2024, an estimated $82.7K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.07% of Private Portfolio Partners's portfolio in Q4 2024, its #200 holding.
  • Private Portfolio Partners first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2024 and has held it in 2 quarters since.
  • 178 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q4 2024.

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