Spotlight Asset Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Spotlight Asset Group’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
2021 Q3	–	Sell	-7,900	Closed	-$208K	–	132
2021 Q2	$208K	Hold	7,900	–	–	0.08%	123
2021 Q1	$208K	Hold	7,900	–	–	0.08%	123
2020 Q4	$210K	Hold	7,900	–	–	0.08%	124
2020 Q3	$209K	Hold	7,900	–	–	0.08%	126
2020 Q2	$208K	Buy	+7,900	New	+$204K	0.09%	125
2020 Q1	–	Sell	-7,900	Closed	-$203K	–	129
2019 Q4	$203K	Buy	+7,900	New	+$203K	0.1%	116

Other funds holding IBDP

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Spotlight Asset Group's IBDP Position: Q3 2021 in Review

Spotlight Asset Group sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2021, closing a stake of 7,900 shares — an estimated $208K sold.

Spotlight Asset Group first reported a position in IBDP in Q4 2019 and held it in 6 quarters. The position peaked at $210K in Q4 2020. 170 funds tracked by Wall St. Rank hold IBDP as of Q3 2021.

Spotlight Asset Group reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2021 after selling out during the quarter.
Spotlight Asset Group sold 7,900 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2021, an estimated $208K.
Spotlight Asset Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2019 and held it in 6 quarters.
Spotlight Asset Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $210K in Q4 2020.
170 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2021.

Based on Spotlight Asset Group's 13F filing for Q3 2021, filed 28 Oct 2021.