AIM
IBDP

Anchor Investment Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Anchor Investment 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
-1,752
Closed -$44.2K – 1073
2024
Q3 		$44.2K Hold
1,752
– – ﹤0.01% 585
2024
Q2 		$44K Sell
1,752
-302
-15% -$7.57K ﹤0.01% 538
2024
Q1 		$51.5K Sell
2,054
-1,280
-38% -$32K 0.01% 527
2023
Q4 		$83K Hold
3,334
– – 0.01% 462
2023
Q3 		$82.5K Hold
3,334
– – 0.01% 443
2023
Q2 		$82.1K Hold
3,334
– – 0.01% 434
2023
Q1 		$82K Hold
3,334
– – 0.01% 464
2022
Q4 		$81.4K Buy
+3,334
New +$81.2K 0.01% 458

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Anchor Investment Management's IBDP Position: Q4 2024 in Review

Anchor Investment Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 1,752 shares — an estimated $44.2K sold.

Anchor Investment Management first reported a position in IBDP in Q4 2022 and held it in 8 quarters. The position peaked at $83K in Q4 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Anchor Investment Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Anchor Investment Management sold 1,752 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $44.2K.
  • Anchor Investment Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2022 and held it in 8 quarters.
  • Anchor Investment Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $83K in Q4 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Anchor Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.