TFA
IBDP

Tobias Financial Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Tobias Financial 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
2022
Q1 		– Sell
-984,800
Closed -$25.5M – 131
2021
Q4 		$25.5M Buy
+984,800
New +$25.6M 2.01% 23

Other funds holding IBDP

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tobias Financial Advisors's IBDP Position: Q1 2022 in Review

Tobias Financial Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2022, closing a stake of 984,800 shares — an estimated $25.5M sold.

Tobias Financial Advisors first reported a position in IBDP in Q4 2021 and held it in 1 quarter. The position peaked at $25.5M in Q4 2021. 185 funds tracked by Wall St. Rank hold IBDP as of Q1 2022.

  • Tobias Financial Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
  • Tobias Financial Advisors sold 984,800 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2022, an estimated $25.5M.
  • Tobias Financial Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2021 and held it in 1 quarter.
  • Tobias Financial Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $25.5M in Q4 2021.
  • 185 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2022.

Based on Tobias Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.