ANTB
IBDP

AMG National Trust Bank’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

AMG National Trust Bank’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
-262,042
Closed -$6.61M – 471
2024
Q3 		$6.61M Hold
262,042
– – 0.18% 84
2024
Q2 		$6.59M Sell
262,042
-4,065
-2% -$102K 0.18% 93
2024
Q1 		$6.67M Buy
266,107
+15,750
+6% +$393K 0.19% 77
2023
Q4 		$6.24M Buy
250,357
+118,486
+90% +$2.94M 0.2% 76
2023
Q3 		$3.26M Buy
131,871
+99,143
+303% +$2.44M 0.11% 118
2023
Q2 		$806K Buy
32,728
+17,446
+114% +$429K 0.03% 296
2023
Q1 		$376K Buy
+15,282
New +$375K 0.01% 370

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

AMG National Trust Bank's IBDP Position: Q4 2024 in Review

AMG National Trust Bank sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 262,042 shares — an estimated $6.61M sold.

AMG National Trust Bank first reported a position in IBDP in Q1 2023 and held it in 7 quarters. The position peaked at $6.67M in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • AMG National Trust Bank reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • AMG National Trust Bank sold 262,042 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $6.61M.
  • AMG National Trust Bank first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2023 and held it in 7 quarters.
  • AMG National Trust Bank's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $6.67M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on AMG National Trust Bank's 13F filing for Q4 2024, filed 7 Feb 2025.