Spire Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Spire Wealth Management’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	–	Sell	-280	Closed	-$7.03K	–	2290
2024 Q2	$7.03K	Buy	280 +2	+0.7%	+$50	﹤0.01%	1744
2024 Q1	$6.96K	Buy	+278	New	+$6.94K	﹤0.01%	1835
2023 Q3	–	Sell	-1,000	Closed	-$24.6K	–	2481
2023 Q2	$24.6K	Hold	1,000	–	–	﹤0.01%	1498
2023 Q1	$24.6K	Buy	+1,000	New	+$24.5K	﹤0.01%	1538

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

Spire Wealth Management's IBDP Position: Q3 2024 in Review

Spire Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2024, closing a stake of 280 shares — an estimated $7.03K sold.

Spire Wealth Management first reported a position in IBDP in Q1 2023 and held it in 4 quarters. The position peaked at $24.6K in Q2 2023. 333 funds tracked by Wall St. Rank hold IBDP as of Q3 2024.

Spire Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
Spire Wealth Management sold 280 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2024, an estimated $7.03K.
Spire Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2023 and held it in 4 quarters.
Spire Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $24.6K in Q2 2023.
333 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.