AIM
IBDP

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

Arcadia 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
-13,400
Closed -$338K – 327
2024
Q3 		$338K Sell
13,400
-1,200
-8% -$30.2K 0.06% 104
2024
Q2 		$367K Sell
14,600
-5,675
-28% -$142K 0.06% 98
2024
Q1 		$508K Hold
20,275
– – 0.09% 83
2023
Q4 		$505K Sell
20,275
-2,700
-12% -$66.9K 0.1% 86
2023
Q3 		$568K Sell
22,975
-12,000
-34% -$296K 0.12% 79
2023
Q2 		$861K Sell
34,975
-2,000
-5% -$49.2K 0.17% 68
2023
Q1 		$909K Hold
36,975
– – 0.2% 71
2022
Q4 		$903K Sell
36,975
-1,800
-5% -$43.9K 0.21% 73
2022
Q3 		$944K Sell
38,775
-7,800
-17% -$193K 0.23% 72
2022
Q2 		$1.15M Buy
46,575
+1,250
+3% +$31.1K 0.26% 70
2022
Q1 		$1.14M Buy
45,325
+1,000
+2% +$25.5K 0.22% 73
2021
Q4 		$1.15M Buy
44,325
+1,500
+4% +$39.1K 0.19% 78
2021
Q3 		$1.13M Buy
42,825
+4,000
+10% +$105K 0.21% 83
2021
Q2 		$1.02M Buy
38,825
+17,750
+84% +$469K 0.19% 81
2021
Q1 		$556K Buy
+21,075
New +$558K 0.11% 101

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

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

Arcadia Investment Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 13,400 shares — an estimated $338K sold.

Arcadia Investment Management first reported a position in IBDP in Q1 2021 and held it in 15 quarters. The position peaked at $1.15M in Q2 2022. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Arcadia Investment Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Arcadia Investment Management sold 13,400 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $338K.
  • Arcadia Investment Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2021 and held it in 15 quarters.
  • Arcadia Investment Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.15M in Q2 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Arcadia Investment Management's 13F filing for Q4 2024, filed 3 Feb 2025.