SHFP
IBDP

Second Half Financial Partners’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Second Half Financial Partners’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
Q3 		– Sell
-14,707
Closed -$362K – 151
2023
Q2 		$362K Buy
+14,707
New +$362K 0.08% 116

Other funds holding IBDP

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Second Half Financial Partners's IBDP Position: Q3 2023 in Review

Second Half Financial Partners sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2023, closing a stake of 14,707 shares — an estimated $362K sold.

Second Half Financial Partners first reported a position in IBDP in Q2 2023 and held it in 1 quarter. The position peaked at $362K in Q2 2023. 314 funds tracked by Wall St. Rank hold IBDP as of Q3 2023.

  • Second Half Financial Partners reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 14,707 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2023, an estimated $362K.
  • Second Half Financial Partners first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $362K in Q2 2023.
  • 314 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.