VWA
IBDP

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

V 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
2020
Q4 		– Sell
-19,926
Closed -$527K – 386
2020
Q3 		$527K Sell
19,926
-2,891
-13% -$76.5K 0.36% 75
2020
Q2 		$601K Buy
+22,817
New +$588K 0.16% 164

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

V Wealth Advisors's IBDP Position: Q4 2020 in Review

V Wealth Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2020, closing a stake of 19,926 shares — an estimated $527K sold.

V Wealth Advisors first reported a position in IBDP in Q2 2020 and held it in 2 quarters. The position peaked at $601K in Q2 2020. 156 funds tracked by Wall St. Rank hold IBDP as of Q4 2020.

  • V Wealth Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • V Wealth Advisors sold 19,926 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2020, an estimated $527K.
  • V Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2020 and held it in 2 quarters.
  • V Wealth Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $601K in Q2 2020.
  • 156 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2020.

Based on V Wealth Advisors's 13F filing for Q4 2020, filed 25 Jan 2021.