TPWA
IBDP

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

TRUE Private 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
2021
Q1 		– Sell
-7,607
Closed -$202K – 731
2020
Q4 		$202K Sell
7,607
-7,556
-50% -$200K 0.03% 197
2020
Q3 		$400K Buy
+15,163
New +$401K 0.07% 135

Other funds holding IBDP

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TRUE Private Wealth Advisors's IBDP Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2021, closing a stake of 7,607 shares — an estimated $202K sold.

TRUE Private Wealth Advisors first reported a position in IBDP in Q3 2020 and held it in 2 quarters. The position peaked at $400K in Q3 2020. 167 funds tracked by Wall St. Rank hold IBDP as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 7,607 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2021, an estimated $202K.
  • TRUE Private Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2020 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $400K in Q3 2020.
  • 167 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.