4FG
IBDP

4Thought Financial Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

4Thought Financial Group’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
Q4 		– Sell
-29,057
Closed -$733K – 110
2024
Q3 		$733K Buy
29,057
+226
+0.8% +$5.68K 0.45% 28
2024
Q2 		$725K Buy
28,831
+750
+3% +$18.8K 0.45% 27
2024
Q1 		$703K Buy
28,081
+17,558
+167% +$439K 0.46% 27
2023
Q4 		$262K Buy
10,523
+9,584
+1,021% +$238K 0.19% 42
2023
Q3 		$23.2K Sell
939
-3,202
-77% -$78.9K 0.02% 62
2023
Q2 		$102K Buy
4,141
+531
+15% +$13.1K 0.08% 49
2023
Q1 		$88.8K Buy
3,610
+161
+5% +$3.95K 0.07% 52
2022
Q4 		$84K Buy
3,449
+27
+0.8% +$658 0.08% 52
2022
Q3 		$83K Sell
3,422
-2,677
-44% -$66.1K 0.08% 52
2022
Q2 		$151K Sell
6,099
-5,449
-47% -$135K 0.14% 50
2022
Q1 		$290K Buy
11,548
+197
+2% +$5.02K 0.26% 45
2021
Q4 		$294K Buy
11,351
+1,532
+16% +$39.9K 0.24% 45
2021
Q3 		$258K Buy
9,819
+3,634
+59% +$95.7K 0.22% 45
2021
Q2 		$163K Buy
6,185
+116
+2% +$3.06K 0.15% 46
2021
Q1 		$160K Buy
+6,069
New +$161K 0.15% 46

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

4Thought Financial Group's IBDP Position: Q4 2024 in Review

4Thought Financial Group sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 29,057 shares — an estimated $733K sold.

4Thought Financial Group first reported a position in IBDP in Q1 2021 and held it in 15 quarters. The position peaked at $733K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • 4Thought Financial Group reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • 4Thought Financial Group sold 29,057 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $733K.
  • 4Thought Financial Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2021 and held it in 15 quarters.
  • 4Thought Financial Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $733K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on 4Thought Financial Group's 13F filing for Q4 2024, filed 31 Jan 2025.