Wilbanks Smith & Thomas Asset Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024 Q1	$1.21M	Sell	48,280 -11,375	-19%	-$284K	0.03%	210
2023 Q4	$1.49M	Sell	59,655 -19,943	-25%	-$494K	0.05%	183
2023 Q3	$1.97M	Sell	79,598 -21,231	-21%	-$523K	0.07%	157
2023 Q2	$2.48M	Sell	100,829 -114,091	-53%	-$2.81M	0.08%	142
2023 Q1	$5.28M	Sell	214,920 -87,598	-29%	-$2.15M	0.18%	97
2022 Q4	$7.39M	Buy	302,518 +93,965	+45%	+$2.29M	0.28%	81
2022 Q3	$5.08M	Sell	208,553 -1,027,498	-83%	-$25.4M	0.22%	88
2022 Q2	$30.6M	Buy	1,236,051 +82,055	+7%	+$2.04M	1.28%	16
2022 Q1	$28.6M	Buy	+1,153,996	New	+$29.4M	1.14%	16

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

Wilbanks Smith & Thomas Asset Management's IBDP Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) stake by 19% in Q1 2024, selling an estimated $284K and leaving 48,280 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #210.

Wilbanks Smith & Thomas Asset Management first reported a position in IBDP in Q1 2022 and has held it in 9 quarters since. The position peaked at $30.6M in Q2 2022. 360 funds tracked by Wall St. Rank hold IBDP as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 48,280 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $1.21M as of Q1 2024.
Wilbanks Smith & Thomas Asset Management sold 11,375 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2024, an estimated $284K.
iShares iBonds Dec 2024 Term Corporate ETF made up 0.03% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #210 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2022 and has held it in 9 quarters since.
Wilbanks Smith & Thomas Asset Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $30.6M in Q2 2022.
360 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.