Strategic Wealth Partners Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Strategic Wealth Partners 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
2024 Q1	$377K	Sell	15,040 -184	-1%	-$4.6K	0.04%	63
2023 Q4	$379K	Hold	15,224	–	–	0.05%	57
2023 Q3	$376K	Sell	15,224 -1,325	-8%	-$32.7K	0.06%	51
2023 Q2	$407K	Buy	16,549 +1,016	+7%	+$25K	0.06%	51
2023 Q1	$383K	Buy	15,533 +2,201	+17%	+$54K	0.06%	49
2022 Q4	$325K	Hold	13,332	–	–	0.07%	41
2022 Q3	$325K	Hold	13,332	–	–	0.08%	40
2022 Q2	$330K	Hold	13,332	–	–	0.07%	43
2022 Q1	$335K	Hold	13,332	–	–	0.06%	48
2021 Q4	$346K	Hold	13,332	–	–	0.06%	53
2021 Q3	$350K	Buy	+13,332	New	+$351K	0.07%	52
2021 Q1	$330K	Hold	12,487	–	–	0.07%	52
2020 Q4	$332K	Sell	12,487 -1,562	-11%	-$41.3K	0.07%	51
2020 Q3	$372K	Buy	14,049 +5,018	+56%	+$133K	0.09%	45
2020 Q2	$238K	Hold	9,031	–	–	0.06%	57
2020 Q1	$223K	Buy	+9,031	New	+$230K	0.06%	54

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

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strategic Wealth Partners Group's IBDP Position: Q1 2024 in Review

Strategic Wealth Partners Group reduced its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) stake by 1.2% in Q1 2024, selling an estimated $4.6K and leaving 15,040 shares worth $377K. The position accounts for 0.04% of the portfolio, ranked #63.

Strategic Wealth Partners Group first reported a position in IBDP in Q1 2020 and has held it in 16 quarters since. The position peaked at $407K in Q2 2023. 360 funds tracked by Wall St. Rank hold IBDP as of Q1 2024.

Strategic Wealth Partners Group held 15,040 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $377K as of Q1 2024.
Strategic Wealth Partners Group sold 184 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2024, an estimated $4.6K.
iShares iBonds Dec 2024 Term Corporate ETF made up 0.04% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #63 holding.
Strategic Wealth Partners Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2020 and has held it in 16 quarters since.
Strategic Wealth Partners Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $407K in Q2 2023.
360 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.