ATC
IBDP

Adirondack Trust Company’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Adirondack Trust 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
Q4 		– Sell
-7,222
Closed -$182K – 497
2024
Q3 		$182K Hold
7,222
– – 0.07% 148
2024
Q2 		$181K Buy
7,222
+4
+0.1% +$100 0.07% 146
2024
Q1 		$181K Buy
7,218
+50
+0.7% +$1.25K 0.08% 146
2023
Q4 		$179K Buy
7,168
+4,905
+217% +$122K 0.08% 141
2023
Q3 		$55.9K Buy
2,263
+233
+11% +$5.74K 0.03% 210
2023
Q2 		$50.1K Buy
+2,030
New +$49.9K 0.02% 208

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 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

Adirondack Trust Company's IBDP Position: Q4 2024 in Review

Adirondack Trust Company sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 7,222 shares — an estimated $182K sold.

Adirondack Trust Company first reported a position in IBDP in Q2 2023 and held it in 6 quarters. The position peaked at $182K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Adirondack Trust Company reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Adirondack Trust Company sold 7,222 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $182K.
  • Adirondack Trust Company first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2023 and held it in 6 quarters.
  • Adirondack Trust Company's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $182K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Adirondack Trust Company's 13F filing for Q4 2024, filed 17 Jan 2025.