PBM
IBDP

Propel Bio Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Propel Bio 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
2024
Q1 		– Sell
-85,442
Closed -$2.13M – 37
2023
Q4 		$2.13M Buy
+85,442
New +$2.12M 1.76% 16

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Propel Bio Management's IBDP Position: Q1 2024 in Review

Propel Bio Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2024, closing a stake of 85,442 shares — an estimated $2.13M sold.

Propel Bio Management first reported a position in IBDP in Q4 2023 and held it in 1 quarter. The position peaked at $2.13M in Q4 2023. 360 funds tracked by Wall St. Rank hold IBDP as of Q1 2024.

  • Propel Bio Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
  • Propel Bio Management sold 85,442 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2024, an estimated $2.13M.
  • Propel Bio Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 1 quarter.
  • Propel Bio Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $2.13M in Q4 2023.
  • 360 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2024.

Based on Propel Bio Management's 13F filing for Q1 2024, filed 13 May 2024.