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

Stockman 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 Q2	–	Sell	-8,655	Closed	-$217K	–	184
2024 Q1	$217K	Sell	8,655 -2,156	-20%	-$53.9K	0.04%	165
2023 Q4	$269K	Sell	10,811 -4,479	-29%	-$111K	0.05%	141
2023 Q3	$378K	Sell	15,290 -23,800	-61%	-$587K	0.08%	119
2023 Q2	$962K	Sell	39,090 -14,281	-27%	-$351K	0.21%	66
2023 Q1	$1.31M	Buy	53,371 +2,473	+5%	+$60.7K	0.29%	59
2022 Q4	$1.24M	Buy	+50,898	New	+$1.24M	0.29%	62

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Stockman Wealth Management's IBDP Position: Q2 2024 in Review

Stockman Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q2 2024, closing a stake of 8,655 shares — an estimated $217K sold.

Stockman Wealth Management first reported a position in IBDP in Q4 2022 and held it in 6 quarters. The position peaked at $1.31M in Q1 2023. 354 funds tracked by Wall St. Rank hold IBDP as of Q2 2024.

Stockman Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
Stockman Wealth Management sold 8,655 iShares iBonds Dec 2024 Term Corporate ETF shares in Q2 2024, an estimated $217K.
Stockman Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2022 and held it in 6 quarters.
Stockman Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.31M in Q1 2023.
354 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q2 2024.

Based on Stockman Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.