VCM
IBDP

Vigilant Capital Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Vigilant Capital 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
2023
Q2 		$257K Buy
10,430
+105
+1% +$2.58K 0.02% 128
2023
Q1 		$254K Buy
10,325
+6,575
+175% +$161K 0.02% 130
2022
Q4 		$92K Buy
3,750
+340
+10% +$8.28K 0.01% 224
2022
Q3 		$83K Buy
3,410
+1,160
+52% +$28.6K 0.01% 237
2022
Q2 		$56K Buy
+2,250
New +$55.9K ﹤0.01% 260

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Vigilant Capital Management's IBDP Position: Q2 2023 in Review

Vigilant Capital Management increased its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) stake by 1% in Q2 2023, buying an estimated $2.58K and bringing the position to 10,430 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #128.

Vigilant Capital Management first reported a position in IBDP in Q2 2022 and has held it in 5 quarters since. 287 funds tracked by Wall St. Rank hold IBDP as of Q2 2023.

  • Vigilant Capital Management held 10,430 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $257K as of Q2 2023.
  • Vigilant Capital Management bought 105 iShares iBonds Dec 2024 Term Corporate ETF shares in Q2 2023, an estimated $2.58K.
  • iShares iBonds Dec 2024 Term Corporate ETF made up 0.02% of Vigilant Capital Management's portfolio in Q2 2023, its #128 holding.
  • Vigilant Capital Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2022 and has held it in 5 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.