SHIM
IBDP

Stone House Investment Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Stone House Investment 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
2023
Q2 		– Sell
-4,575
Closed -$112K – 366
2023
Q1 		$112K Buy
+4,575
New +$112K 0.04% 58

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GT
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stone House Investment Management's IBDP Position: Q2 2023 in Review

Stone House Investment Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q2 2023, closing a stake of 4,575 shares — an estimated $112K sold.

Stone House Investment Management first reported a position in IBDP in Q1 2023 and held it in 1 quarter. The position peaked at $112K in Q1 2023. 287 funds tracked by Wall St. Rank hold IBDP as of Q2 2023.

  • Stone House Investment Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q2 2023 after selling out during the quarter.
  • Stone House Investment Management sold 4,575 iShares iBonds Dec 2024 Term Corporate ETF shares in Q2 2023, an estimated $112K.
  • Stone House Investment Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2023 and held it in 1 quarter.
  • Stone House Investment Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $112K in Q1 2023.
  • 287 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q2 2023.

Based on Stone House Investment Management's 13F filing for Q2 2023, filed 11 Aug 2023.