Sutton Wealth Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Sutton Wealth Advisors’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 Q3	$38.5K	Buy	+1,557	New	+$38.4K	0.02%	262

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

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

HPC

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

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

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

RJFSA

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

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

Sutton Wealth Advisors's IBDP Position: Q3 2023 in Review

Sutton Wealth Advisors opened a new position in iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2023: 1,557 shares worth $38.5K. The stake represents 0.02% of the portfolio and ranks #262 among its holdings.

314 funds tracked by Wall St. Rank hold IBDP as of Q3 2023.

Sutton Wealth Advisors held 1,557 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $38.5K as of Q3 2023.
iShares iBonds Dec 2024 Term Corporate ETF was a new Sutton Wealth Advisors position in Q3 2023.
iShares iBonds Dec 2024 Term Corporate ETF made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #262 holding.
314 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.