RFO
IBDP

RiverGlades Family Offices’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

RiverGlades Family Offices’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
2019
Q1 		– Sell
-139,577
Closed -$3.34M – 88
2018
Q4 		$3.34M Buy
+139,577
New +$3.33M 2.82% 14

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

RiverGlades Family Offices's IBDP Position: Q1 2019 in Review

RiverGlades Family Offices sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2019, closing a stake of 139,577 shares — an estimated $3.34M sold.

RiverGlades Family Offices first reported a position in IBDP in Q4 2018 and held it in 1 quarter. The position peaked at $3.34M in Q4 2018. 81 funds tracked by Wall St. Rank hold IBDP as of Q1 2019.

  • RiverGlades Family Offices reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2019 after selling out during the quarter.
  • RiverGlades Family Offices sold 139,577 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2019, an estimated $3.34M.
  • RiverGlades Family Offices first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2018 and held it in 1 quarter.
  • RiverGlades Family Offices's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $3.34M in Q4 2018.
  • 81 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2019.

Based on RiverGlades Family Offices's 13F filing for Q1 2019, filed 10 May 2019.