WWP
IBDP

WR Wealth Planners’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

WR Wealth Planners’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 		– Sell
-1,400
Closed -$34.6K – 897
2023
Q3 		$34.6K Hold
1,400
– – 0.01% 366
2023
Q2 		$34.5K Buy
+1,400
New +$34.4K 0.01% 369

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

WR Wealth Planners's IBDP Position: Q4 2023 in Review

WR Wealth Planners sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2023, closing a stake of 1,400 shares — an estimated $34.6K sold.

WR Wealth Planners first reported a position in IBDP in Q2 2023 and held it in 2 quarters. The position peaked at $34.6K in Q3 2023. 350 funds tracked by Wall St. Rank hold IBDP as of Q4 2023.

  • WR Wealth Planners reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • WR Wealth Planners sold 1,400 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2023, an estimated $34.6K.
  • WR Wealth Planners first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2023 and held it in 2 quarters.
  • WR Wealth Planners's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $34.6K in Q3 2023.
  • 350 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.