WP
IBDP

WealthSource Partners’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

WealthSource Partners’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
Q4 		$4.73M Buy
190,019
+71,931
+61% +$1.78M 0.31% 52
2023
Q3 		$2.92M Buy
118,088
+24,408
+26% +$602K 0.2% 81
2023
Q2 		$2.31M Buy
93,680
+16,268
+21% +$400K 0.15% 106
2023
Q1 		$1.9M Buy
77,412
+40,412
+109% +$991K 0.13% 129
2022
Q4 		$904K Buy
+37,000
New +$902K 0.06% 207

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthSource Partners's IBDP Position: Q4 2023 in Review

WealthSource Partners increased its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) stake by 61% in Q4 2023, buying an estimated $1.78M and bringing the position to 190,019 shares worth $4.73M. The position accounts for 0.31% of the portfolio, ranked #52.

WealthSource Partners first reported a position in IBDP in Q4 2022 and has held it in 5 quarters since. 349 funds tracked by Wall St. Rank hold IBDP as of Q4 2023.

  • WealthSource Partners held 190,019 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $4.73M as of Q4 2023.
  • WealthSource Partners bought 71,931 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2023, an estimated $1.78M.
  • iShares iBonds Dec 2024 Term Corporate ETF made up 0.31% of WealthSource Partners's portfolio in Q4 2023, its #52 holding.
  • WealthSource Partners first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2022 and has held it in 5 quarters since.
  • 349 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.