SPIA
IBDP

Steward Partners Investment Advisory’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Steward Partners Investment Advisory’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
Q2 		– Sell
-2,618
Closed -$65.6K – 3738
2024
Q1 		$65.6K Buy
+2,618
New +$65.4K ﹤0.01% 1968
2023
Q4 		– Sell
-15,300
Closed -$378K – 3598
2023
Q3 		$378K Sell
15,300
-2,860
-16% -$70.5K 0.01% 1030
2023
Q2 		$447K Sell
18,160
-600
-3% -$14.8K 0.01% 975
2023
Q1 		$461K Hold
18,760
– – 0.01% 959
2022
Q4 		$458K Buy
18,760
+5,500
+41% +$134K 0.01% 933
2022
Q3 		$323K Buy
13,260
+13,000
+5,000% +$321K 0.01% 1007
2022
Q2 		$6K Sell
260
-4,804
-95% -$119K ﹤0.01% 2730
2022
Q1 		$127K Hold
5,064
– – ﹤0.01% 1505
2021
Q4 		$131K Hold
5,064
– – ﹤0.01% 1476
2021
Q3 		$133K Hold
5,064
– – ﹤0.01% 1435
2021
Q2 		$134K Sell
5,064
-5,206
-51% -$137K ﹤0.01% 1875
2021
Q1 		$271K Buy
10,270
+4,187
+69% +$111K ﹤0.01% 1147
2020
Q4 		$162K Hold
6,083
– – ﹤0.01% 1156
2020
Q3 		$161K Hold
6,083
– – ﹤0.01% 1033
2020
Q2 		$160K Hold
6,083
– – ﹤0.01% 956
2020
Q1 		$150K Hold
6,083
– – 0.01% 876
2019
Q4 		$156K Sell
6,083
-39
-0.6% -$1K ﹤0.01% 963
2019
Q3 		$157K Hold
6,122
– – 0.01% 927
2019
Q2 		$155K Sell
6,122
-1,988
-25% -$49.7K 0.01% 895
2019
Q1 		$201K Sell
8,110
-1,192
-13% -$29.1K 0.01% 741
2018
Q4 		$222K Hold
9,302
– – 0.01% 685
2018
Q3 		$224K Hold
9,302
– – 0.01% 694
2018
Q2 		$224K Buy
+9,302
New +$224K 0.01% 632

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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Steward Partners Investment Advisory's IBDP Position: Q2 2024 in Review

Steward Partners Investment Advisory sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q2 2024, closing a stake of 2,618 shares — an estimated $65.6K sold.

Steward Partners Investment Advisory first reported a position in IBDP in Q2 2018 and held it in 23 quarters. The position peaked at $461K in Q1 2023. 354 funds tracked by Wall St. Rank hold IBDP as of Q2 2024.

  • Steward Partners Investment Advisory reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,618 iShares iBonds Dec 2024 Term Corporate ETF shares in Q2 2024, an estimated $65.6K.
  • Steward Partners Investment Advisory first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2018 and held it in 23 quarters.
  • Steward Partners Investment Advisory's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $461K in Q1 2023.
  • 354 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q2 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.