AMM
IBDP

American Money Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

American Money 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
-25,715
Closed -$648K – 144
2024
Q3 		$648K Sell
25,715
-3,174
-11% -$79.8K 0.13% 87
2024
Q2 		$726K Sell
28,889
-477
-2% -$12K 0.16% 78
2024
Q1 		$736K Buy
29,366
+13
+0% +$325 0.15% 81
2023
Q4 		$731K Buy
29,353
+24
+0.1% +$595 0.16% 77
2023
Q3 		$725K Buy
29,329
+17
+0.1% +$419 0.19% 76
2023
Q2 		$722K Buy
29,312
+16
+0.1% +$393 0.18% 79
2023
Q1 		$720K Buy
29,296
+10
+0% +$245 0.19% 79
2022
Q4 		$715K Sell
29,286
-1,308
-4% -$31.9K 0.2% 76
2022
Q3 		$745K Buy
30,594
+11
+0% +$272 0.23% 74
2022
Q2 		$757K Sell
30,583
-936
-3% -$23.3K 0.22% 73
2022
Q1 		$791K Sell
31,519
-78
-0.2% -$1.99K 0.21% 74
2021
Q4 		$819K Sell
31,597
-6,414
-17% -$167K 0.21% 78
2021
Q3 		$999K Buy
+38,011
New +$1M 0.28% 68

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 $20.6B AUM 34.61% 1-Year Est. Return

American Money Management's IBDP Position: Q4 2024 in Review

American Money Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 25,715 shares — an estimated $648K sold.

American Money Management first reported a position in IBDP in Q3 2021 and held it in 13 quarters. The position peaked at $999K in Q3 2021. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • American Money Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • American Money Management sold 25,715 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $648K.
  • American Money Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2021 and held it in 13 quarters.
  • American Money Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $999K in Q3 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on American Money Management's 13F filing for Q4 2024, filed 12 Feb 2025.