SFS
IBDP

Sowell Financial Services’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Sowell Financial Services’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
2017
Q4 		– Sell
-12,052
Closed -$303K – 279
2017
Q3 		$303K Buy
12,052
+956
+9% +$24.1K 0.08% 196
2017
Q2 		$279K Sell
11,096
-434
-4% -$10.8K 0.08% 198
2017
Q1 		$289K Sell
11,530
-3,062
-21% -$75.4K 0.09% 195
2016
Q4 		$358K Buy
+14,592
New +$363K 0.12% 143

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Sowell Financial Services's IBDP Position: Q4 2017 in Review

Sowell Financial Services sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2017, closing a stake of 12,052 shares — an estimated $303K sold.

Sowell Financial Services first reported a position in IBDP in Q4 2016 and held it in 4 quarters. The position peaked at $358K in Q4 2016. 42 funds tracked by Wall St. Rank hold IBDP as of Q4 2017.

  • Sowell Financial Services reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2017 after selling out during the quarter.
  • Sowell Financial Services sold 12,052 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2017, an estimated $303K.
  • Sowell Financial Services first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2016 and held it in 4 quarters.
  • Sowell Financial Services's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $358K in Q4 2016.
  • 42 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2017.

Based on Sowell Financial Services's 13F filing for Q4 2017, filed 29 Jan 2018.