USCWA
IBDP

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

U.S. 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
Q1 		– Sell
-531
Closed -$13K – 1574
2022
Q4 		$13K Buy
+531
New +$12.9K ﹤0.01% 1215

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

U.S. Capital Wealth Advisors's IBDP Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2023, closing a stake of 531 shares — an estimated $13K sold.

U.S. Capital Wealth Advisors first reported a position in IBDP in Q4 2022 and held it in 1 quarter. The position peaked at $13K in Q4 2022. 282 funds tracked by Wall St. Rank hold IBDP as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 531 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2023, an estimated $13K.
  • U.S. Capital Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $13K in Q4 2022.
  • 282 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.