TAM
IBDP

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

Tucker 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
2024
Q1 		– Sell
-41
Closed -$1.02K – 1796
2023
Q4 		$1.02K Buy
+41
New +$1.02K ﹤0.01% 1252
2022
Q1 		– Sell
-1,615
Closed -$41.8K – 620
2021
Q4 		$41.8K Buy
+1,615
New +$42.1K 0.01% 103

Other funds holding IBDP

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Tucker Asset Management's IBDP Position: Q1 2024 in Review

Tucker Asset Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2024, closing a stake of 41 shares — an estimated $1.02K sold.

Tucker Asset Management first reported a position in IBDP in Q4 2021 and held it in 2 quarters. The position peaked at $41.8K in Q4 2021. 360 funds tracked by Wall St. Rank hold IBDP as of Q1 2024.

  • Tucker Asset Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
  • Tucker Asset Management sold 41 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2024, an estimated $1.02K.
  • Tucker Asset Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2021 and held it in 2 quarters.
  • Tucker Asset Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $41.8K in Q4 2021.
  • 360 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2024.

Based on Tucker Asset Management's 13F filing for Q1 2024, filed 9 Aug 2024.