RG
IBDP

Retirement Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Retirement Group’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 		$501K Buy
+20,000
New +$500K 0.18% 71
2021
Q2 		– Sell
-3,342
Closed -$88K – 788
2021
Q1 		$88K Sell
3,342
-140
-4% -$3.71K 0.04% 201
2020
Q4 		$97K Buy
3,482
+1,386
+66% +$36.7K 0.04% 188
2020
Q3 		$55K Buy
2,096
+1,543
+279% +$40.8K 0.03% 229
2020
Q2 		$15K Buy
+553
New +$14.2K 0.01% 346
2019
Q4 		$14K Buy
+547
New +$14K 0.01% 366

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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Retirement Group's IBDP Position: Q1 2024 in Review

Retirement Group opened a new position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2024: 20,000 shares worth $501K. The stake represents 0.18% of the portfolio and ranks #71 among its holdings. This is a return to the name: Retirement Group previously reported a position in IBDP as recently as Q1 2021.

Retirement Group first reported a position in IBDP in Q4 2019 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold IBDP as of Q1 2024.

  • Retirement Group held 20,000 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $501K as of Q1 2024.
  • iShares iBonds Dec 2024 Term Corporate ETF was a new Retirement Group position in Q1 2024.
  • iShares iBonds Dec 2024 Term Corporate ETF made up 0.18% of Retirement Group's portfolio in Q1 2024, its #71 holding.
  • Retirement Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2019 and has held it in 6 quarters since.
  • 360 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.