AG
IBDP

AlTi Global’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

AlTi Global’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
-63,292
Closed -$1.6M – 436
2024
Q3 		$1.6M Hold
63,292
– – 0.04% 174
2024
Q2 		$1.59M Buy
63,292
+60,300
+2,015% +$1.51M 0.04% 167
2024
Q1 		$1.59M Sell
2,992
-60,300
-95% -$1.51M 0.04% 162
2023
Q4 		$1.58M Buy
+63,292
New +$1.57M 0.05% 148

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

AlTi Global's IBDP Position: Q4 2024 in Review

AlTi Global sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 63,292 shares — an estimated $1.6M sold.

AlTi Global first reported a position in IBDP in Q4 2023 and held it in 4 quarters. The position peaked at $1.6M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • AlTi Global reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • AlTi Global sold 63,292 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $1.6M.
  • AlTi Global first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 4 quarters.
  • AlTi Global's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.6M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on AlTi Global's 13F filing for Q4 2024, filed 14 Feb 2025.