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

Visionary 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
2024 Q1	–	Sell	-30,944	Closed	-$771K	–	512
2023 Q4	$771K	Sell	30,944 -6,002	-16%	-$149K	0.06%	256
2023 Q3	$914K	Buy	36,946 +2,279	+7%	+$56.2K	0.07%	222
2023 Q2	$854K	Buy	34,667 +1,958	+6%	+$48.1K	0.07%	227
2023 Q1	$804K	Buy	32,709 +8,707	+36%	+$214K	0.07%	216
2022 Q4	$586K	Sell	24,002 -40	-0.2%	-$975	0.05%	220
2022 Q3	$585K	Buy	24,042 +8,332	+53%	+$206K	0.06%	207
2022 Q2	$389K	Sell	15,710 -17,432	-53%	-$433K	0.03%	273
2022 Q1	$832K	Buy	33,142 +7,100	+27%	+$181K	0.07%	191
2021 Q4	$675K	Buy	26,042 +1,392	+6%	+$36.2K	0.06%	194
2021 Q3	$648K	Buy	+24,650	New	+$649K	0.07%	164

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Visionary Wealth Advisors's IBDP Position: Q1 2024 in Review

Visionary Wealth Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2024, closing a stake of 30,944 shares — an estimated $771K sold.

Visionary Wealth Advisors first reported a position in IBDP in Q3 2021 and held it in 10 quarters. The position peaked at $914K in Q3 2023. 360 funds tracked by Wall St. Rank hold IBDP as of Q1 2024.

Visionary Wealth Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
Visionary Wealth Advisors sold 30,944 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2024, an estimated $771K.
Visionary Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2021 and held it in 10 quarters.
Visionary Wealth Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $914K in Q3 2023.
360 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2024.

Based on Visionary Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.