RIA
IBDP

Realta Investment Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Realta Investment Advisors’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
2023
Q4 		– Sell
-133
Closed -$3.27K – 825
2023
Q3 		$3.27K Hold
133
– – ﹤0.01% 744
2023
Q2 		$3.27K Buy
+133
New +$3.27K ﹤0.01% 794
2023
Q1 		– Sell
-272
Closed -$6.64K – 859
2022
Q4 		$6.64K Hold
272
– – ﹤0.01% 753
2022
Q3 		$7K Buy
+272
New +$6.71K ﹤0.01% 737

Other funds holding IBDP

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Realta Investment Advisors's IBDP Position: Q4 2023 in Review

Realta Investment Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2023, closing a stake of 133 shares — an estimated $3.27K sold.

Realta Investment Advisors first reported a position in IBDP in Q3 2022 and held it in 4 quarters. The position peaked at $7K in Q3 2022. 350 funds tracked by Wall St. Rank hold IBDP as of Q4 2023.

  • Realta Investment Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 133 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2023, an estimated $3.27K.
  • Realta Investment Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2022 and held it in 4 quarters.
  • Realta Investment Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $7K in Q3 2022.
  • 350 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.