Snowden Capital Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Snowden Capital 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
2024 Q3	–	Hold	0	–	–	–	342
2024 Q2	–	Hold	0	–	–	–	285
2024 Q1	–	Hold	0	–	–	–	273
2023 Q4	–	Hold	0	–	–	–	383
2023 Q3	–	Hold	0	–	–	–	390
2023 Q2	–	Hold	0	–	–	–	167
2023 Q1	–	Hold	0	–	–	–	169
2022 Q4	–	Sell	-139,310	Closed	-$3.39M	–	172
2022 Q3	$3.39M	Buy	139,310 +3,904	+3%	+$96.4K	0.15%	172
2022 Q2	$3.35M	Buy	+135,406	New	+$3.37M	0.15%	182

Other funds holding IBDP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Snowden Capital Advisors's IBDP Position: Q3 2024 in Review

Snowden Capital Advisors held its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) position steady in Q3 2024 at 0 shares worth $1.86M. The position accounts for 0.06% of the portfolio, ranked #342.

Snowden Capital Advisors first reported a position in IBDP in Q2 2022 and has held it in 2 quarters since. The position peaked at $3.39M in Q3 2022. 333 funds tracked by Wall St. Rank hold IBDP as of Q3 2024.

Snowden Capital Advisors held 0 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $1.86M as of Q3 2024.
Snowden Capital Advisors left its iShares iBonds Dec 2024 Term Corporate ETF share count unchanged in Q3 2024.
iShares iBonds Dec 2024 Term Corporate ETF made up 0.06% of Snowden Capital Advisors's portfolio in Q3 2024, its #342 holding.
Snowden Capital Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2022 and has held it in 2 quarters since.
Snowden Capital Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $3.39M in Q3 2022.
333 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2024.

Based on Snowden Capital Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.