TCWA
IBDP

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

Ten Capital 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
Q2 		– Sell
-1,430
Closed -$35.2K – 566
2023
Q1 		$35.2K Hold
1,430
– – 0.01% 255
2022
Q4 		$34.9K Buy
+1,430
New +$34.8K 0.01% 201

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

Ten Capital Wealth Advisors's IBDP Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q2 2023, closing a stake of 1,430 shares — an estimated $35.2K sold.

Ten Capital Wealth Advisors first reported a position in IBDP in Q4 2022 and held it in 2 quarters. The position peaked at $35.2K in Q1 2023. 287 funds tracked by Wall St. Rank hold IBDP as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 1,430 iShares iBonds Dec 2024 Term Corporate ETF shares in Q2 2023, an estimated $35.2K.
  • Ten Capital Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2022 and held it in 2 quarters.
  • Ten Capital Wealth Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $35.2K in Q1 2023.
  • 287 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.