SI
IBDP

Stephens Inc’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Stephens Inc’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
-25,812
Closed -$635K – 1289
2023
Q2 		$635K Hold
25,812
– – 0.01% 667
2023
Q1 		$635K Hold
25,812
– – 0.01% 646
2022
Q4 		$630K Hold
25,812
– – 0.01% 620
2022
Q3 		$629K Hold
25,812
– – 0.01% 625
2022
Q2 		$639K Hold
25,812
– – 0.01% 647
2022
Q1 		$648K Hold
25,812
– – 0.01% 720
2021
Q4 		$669K Hold
25,812
– – 0.01% 757
2021
Q3 		$679K Hold
25,812
– – 0.01% 761
2021
Q2 		$681K Hold
25,812
– – 0.01% 778
2021
Q1 		$681K Buy
25,812
+15,206
+143% +$403K 0.01% 743
2020
Q4 		$282K Hold
10,606
– – 0.01% 952
2020
Q3 		$280K Buy
+10,606
New +$281K 0.01% 905

Other funds holding IBDP

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

Stephens Inc's IBDP Position: Q3 2023 in Review

Stephens Inc sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2023, closing a stake of 25,812 shares — an estimated $635K sold.

Stephens Inc first reported a position in IBDP in Q3 2020 and held it in 12 quarters. The position peaked at $681K in Q2 2021. 314 funds tracked by Wall St. Rank hold IBDP as of Q3 2023.

  • Stephens Inc reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2023 after selling out during the quarter.
  • Stephens Inc sold 25,812 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2023, an estimated $635K.
  • Stephens Inc first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2020 and held it in 12 quarters.
  • Stephens Inc's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $681K in Q2 2021.
  • 314 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2023.

Based on Stephens Inc's 13F filing for Q3 2023, filed 14 Nov 2023.