WAM
IBDP

Wealthspire Advisors (Maryland)’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-250
Closed -$6K – 2145
2019
Q1 		$6K Hold
250
– – ﹤0.01% 1782
2018
Q4 		$6K Hold
250
– – ﹤0.01% 1687
2018
Q3 		$6K Hold
250
– – ﹤0.01% 1756
2018
Q2 		$6K Hold
250
– – ﹤0.01% 1748
2018
Q1 		$6K Hold
250
– – ﹤0.01% 1774
2017
Q4 		$6K Hold
250
– – ﹤0.01% 1798
2017
Q3 		$6K Hold
250
– – ﹤0.01% 1762
2017
Q2 		$6K Buy
+250
New +$6.25K ﹤0.01% 1731

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 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
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IBDP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q2 2019, closing a stake of 250 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in IBDP in Q2 2017 and held it in 8 quarters. The position peaked at $6K in Q1 2019. 87 funds tracked by Wall St. Rank hold IBDP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 250 iShares iBonds Dec 2024 Term Corporate ETF shares in Q2 2019, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s iShares iBonds Dec 2024 Term Corporate ETF position peaked at $6K in Q1 2019.
  • 87 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.