Tyler-Stone Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Tyler-Stone Wealth 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 Q3	–	Sell	-3,061	Closed	-$76.9K	–	984
2024 Q2	$76.9K	Buy	3,061 +17	+0.6%	+$426	0.03%	319
2024 Q1	$76.3K	Hold	3,044	–	–	0.03%	310
2023 Q4	$75.8K	Hold	3,044	–	–	0.04%	303
2023 Q3	$75K	Hold	3,044	–	–	0.04%	286
2023 Q2	$75K	Buy	+3,044	New	+$74.9K	0.04%	284
2022 Q4	$45K	Buy	1,856 +1,556	+519%	+$37.9K	0.03%	339
2022 Q3	$7K	Buy	+300	New	+$7.41K	0.01%	608

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

HPC

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Tyler-Stone Wealth Management's IBDP Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2024, closing a stake of 3,061 shares — an estimated $76.9K sold.

Tyler-Stone Wealth Management first reported a position in IBDP in Q3 2022 and held it in 7 quarters. The position peaked at $76.9K in Q2 2024. 333 funds tracked by Wall St. Rank hold IBDP as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 3,061 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2024, an estimated $76.9K.
Tyler-Stone Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2022 and held it in 7 quarters.
Tyler-Stone Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $76.9K in Q2 2024.
333 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.