Advance Capital Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Advance Capital Management’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	-10,609	Closed	-$267K	–	160
2024 Q3	$267K	Buy	10,609 +96	+0.9%	+$2.41K	0.01%	126
2024 Q2	$264K	Buy	10,513 +85	+0.8%	+$2.13K	0.01%	127
2024 Q1	$261K	Buy	10,428 +49	+0.5%	+$1.22K	0.02%	123
2023 Q4	$259K	Buy	10,379 +89	+0.9%	+$2.21K	0.02%	109
2023 Q3	$254K	Buy	10,290 +62	+0.6%	+$1.53K	0.02%	106
2023 Q2	$252K	Buy	+10,228	New	+$252K	0.03%	103

Other funds holding IBDP

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

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

Advance Capital Management's IBDP Position: Q4 2024 in Review

Advance Capital Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 10,609 shares — an estimated $267K sold.

Advance Capital Management first reported a position in IBDP in Q2 2023 and held it in 6 quarters. The position peaked at $267K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

Advance Capital Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
Advance Capital Management sold 10,609 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $267K.
Advance Capital Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2023 and held it in 6 quarters.
Advance Capital Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $267K in Q3 2024.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Advance Capital Management's 13F filing for Q4 2024, filed 6 Jan 2025.