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IBDP

Addison Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Addison Advisors’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
-5,715
Closed -$144K – 877
2024
Q3 		$144K Buy
5,715
+395
+7% +$9.93K 0.04% 261
2024
Q2 		$134K Sell
5,320
-25
-0.5% -$626 0.04% 257
2024
Q1 		$134K Sell
5,345
-185
-3% -$4.62K 0.05% 252
2023
Q4 		$138K Buy
5,530
+375
+7% +$9.3K 0.05% 234
2023
Q3 		$127K Buy
5,155
+330
+7% +$8.13K 0.06% 216
2023
Q2 		$119K Sell
4,825
-300
-6% -$7.38K 0.06% 216
2023
Q1 		$126K Buy
5,125
+275
+6% +$6.75K 0.07% 192
2022
Q4 		$118K Buy
4,850
+4,350
+870% +$106K 0.07% 189
2022
Q3 		$12K Hold
500
– – 0.01% 436
2022
Q2 		$12K Buy
+500
New +$12.4K 0.01% 430

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Addison Advisors's IBDP Position: Q4 2024 in Review

Addison Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 5,715 shares — an estimated $144K sold.

Addison Advisors first reported a position in IBDP in Q2 2022 and held it in 10 quarters. The position peaked at $144K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Addison Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Addison Advisors sold 5,715 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $144K.
  • Addison Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2022 and held it in 10 quarters.
  • Addison Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $144K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Addison Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.