AT
IBDP

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

American Trust’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
-9,952
Closed -$251K – 347
2024
Q3 		$251K Buy
+9,952
New +$250K 0.02% 215

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

American Trust's IBDP Position: Q4 2024 in Review

American Trust sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 9,952 shares — an estimated $251K sold.

American Trust first reported a position in IBDP in Q3 2024 and held it in 1 quarter. The position peaked at $251K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • American Trust reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • American Trust sold 9,952 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $251K.
  • American Trust first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2024 and held it in 1 quarter.
  • American Trust's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $251K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on American Trust's 13F filing for Q4 2024, filed 18 Feb 2025.