Stringer Asset Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Stringer Asset 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
2020 Q1	–	Sell	-8,103	Closed	-$208K	–	31
2019 Q4	$208K	Buy	+8,103	New	+$208K	0.23%	23
2018 Q4	–	Sell	-11,292	Closed	-$272K	–	37
2018 Q3	$272K	Buy	11,292 +1,931	+21%	+$46.6K	0.21%	26
2018 Q2	$225K	Buy	9,361 +210	+2%	+$5.06K	0.2%	26
2018 Q1	$223K	Buy	+9,151	New	+$225K	0.21%	26

Other funds holding IBDP

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stringer Asset Management's IBDP Position: Q1 2020 in Review

Stringer Asset Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2020, closing a stake of 8,103 shares — an estimated $208K sold.

Stringer Asset Management first reported a position in IBDP in Q1 2018 and held it in 4 quarters. The position peaked at $272K in Q3 2018. 123 funds tracked by Wall St. Rank hold IBDP as of Q1 2020.

Stringer Asset Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
Stringer Asset Management sold 8,103 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2020, an estimated $208K.
Stringer Asset Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2018 and held it in 4 quarters.
Stringer Asset Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $272K in Q3 2018.
123 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2020.

Based on Stringer Asset Management's 13F filing for Q1 2020, filed 14 May 2020.