ACS
IBDP

Archford Capital Strategies’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Archford Capital Strategies’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
-90,623
Closed -$2.28M – 272
2024
Q3 		$2.28M Sell
90,623
-1,334
-1% -$33.5K 0.34% 73
2024
Q2 		$2.31M Buy
91,957
+3,542
+4% +$88.7K 0.37% 68
2024
Q1 		$2.21M Sell
88,415
-6,966
-7% -$174K 0.37% 70
2023
Q4 		$2.38M Sell
95,381
-9,653
-9% -$239K 0.43% 60
2023
Q3 		$2.6M Sell
105,034
-2,996
-3% -$73.9K 0.52% 49
2023
Q2 		$2.66M Buy
108,030
+16,949
+19% +$417K 0.5% 47
2023
Q1 		$2.24M Buy
91,081
+10,045
+12% +$246K 0.47% 47
2022
Q4 		$1.98M Sell
81,036
-7,722
-9% -$188K 0.46% 52
2022
Q3 		$2.16M Buy
88,758
+5,322
+6% +$131K 0.56% 40
2022
Q2 		$2.06M Buy
83,436
+1,030
+1% +$25.6K 0.52% 44
2022
Q1 		$2.06M Buy
82,406
+7,104
+9% +$181K 0.46% 50
2021
Q4 		$1.95M Buy
75,302
+756
+1% +$19.7K 0.45% 48
2021
Q3 		$1.96M Buy
74,546
+5,419
+8% +$143K 0.46% 48
2021
Q2 		$1.82M Buy
69,127
+3,831
+6% +$101K 0.46% 51
2021
Q1 		$1.72M Buy
65,296
+4,714
+8% +$125K 0.46% 49
2020
Q4 		$1.61M Sell
60,582
-347
-0.6% -$9.18K 0.37% 81
2020
Q3 		$1.61M Buy
60,929
+7,049
+13% +$187K 0.43% 68
2020
Q2 		$1.42M Buy
53,880
+16,558
+44% +$427K 0.42% 70
2020
Q1 		$923K Buy
37,322
+5,340
+17% +$136K 0.36% 88
2019
Q4 		$822K Buy
31,982
+4,302
+16% +$110K 0.28% 109
2019
Q3 		$711K Buy
27,680
+1,772
+7% +$45.3K 0.27% 122
2019
Q2 		$660K Buy
25,908
+4,094
+19% +$102K 0.24% 121
2019
Q1 		$543K Buy
21,814
+6,090
+39% +$149K 0.2% 144
2018
Q4 		$376K Buy
15,724
+2,824
+22% +$67.3K 0.15% 171
2018
Q3 		$311K Buy
12,900
+2,884
+29% +$69.5K 0.11% 189
2018
Q2 		$241K Buy
10,016
+4,626
+86% +$111K 0.08% 197
2018
Q1 		$135K Buy
+5,390
New +$132K 0.06% 146
2017
Q2 		– Sell
-598
Closed -$15K – 649
2017
Q1 		$15K Buy
+598
New +$14.7K 0.01% 398

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

Archford Capital Strategies's IBDP Position: Q4 2024 in Review

Archford Capital Strategies sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 90,623 shares — an estimated $2.28M sold.

Archford Capital Strategies first reported a position in IBDP in Q1 2017 and held it in 28 quarters. The position peaked at $2.66M in Q2 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Archford Capital Strategies reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Archford Capital Strategies sold 90,623 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $2.28M.
  • Archford Capital Strategies first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2017 and held it in 28 quarters.
  • Archford Capital Strategies's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $2.66M in Q2 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Archford Capital Strategies's 13F filing for Q4 2024, filed 21 Jan 2025.