William Blair & Company
IBDP

William Blair & Company’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

William Blair & Company’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
Q3 		– Sell
-1,000
Closed -$25.1K – 1881
2024
Q2 		$25.1K Hold
1,000
– – ﹤0.01% 1668
2024
Q1 		$25.1K Sell
1,000
-500
-33% -$12.5K ﹤0.01% 1662
2023
Q4 		$37.4K Hold
1,500
– – ﹤0.01% 1617
2023
Q3 		$37.1K Hold
1,500
– – ﹤0.01% 1617
2023
Q2 		$36.9K Hold
1,500
– – ﹤0.01% 1631
2023
Q1 		$36.9K Hold
1,500
– – ﹤0.01% 1615
2022
Q4 		$36.6K Hold
1,500
– – ﹤0.01% 1611
2022
Q3 		$37K Hold
1,500
– – ﹤0.01% 1634
2022
Q2 		$37K Hold
1,500
– – ﹤0.01% 1662
2022
Q1 		$38K Hold
1,500
– – ﹤0.01% 1745
2021
Q4 		$39K Hold
1,500
– – ﹤0.01% 1797
2021
Q3 		$39K Hold
1,500
– – ﹤0.01% 1709
2021
Q2 		$40K Hold
1,500
– – ﹤0.01% 1717
2021
Q1 		$40K Hold
1,500
– – ﹤0.01% 1686
2020
Q4 		$40K Buy
+1,500
New +$39.7K ﹤0.01% 1644

Other funds holding IBDP

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

William Blair & Company's IBDP Position: Q3 2024 in Review

William Blair & Company sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2024, closing a stake of 1,000 shares — an estimated $25.1K sold.

William Blair & Company first reported a position in IBDP in Q4 2020 and held it in 15 quarters. The position peaked at $40K in Q2 2021. 333 funds tracked by Wall St. Rank hold IBDP as of Q3 2024.

  • William Blair & Company reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
  • William Blair & Company sold 1,000 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2024, an estimated $25.1K.
  • William Blair & Company first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2020 and held it in 15 quarters.
  • William Blair & Company's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $40K in Q2 2021.
  • 333 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2024.

Based on William Blair & Company's 13F filing for Q3 2024, filed 12 Nov 2024.