AWA
IBDP

Arkadios Wealth Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Arkadios Wealth Advisors’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
-12,509
Closed -$315K – 1009
2024
Q3 		$315K Buy
+12,509
New +$314K 0.02% 686
2021
Q3 		– Sell
-115
Closed -$3K – 2089
2021
Q2 		$3K Hold
115
– – ﹤0.01% 1836
2021
Q1 		$3K Buy
+115
New +$3.05K ﹤0.01% 1491

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

Arkadios Wealth Advisors's IBDP Position: Q4 2024 in Review

Arkadios Wealth Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 12,509 shares — an estimated $315K sold.

Arkadios Wealth Advisors first reported a position in IBDP in Q1 2021 and held it in 3 quarters. The position peaked at $315K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Arkadios Wealth Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 12,509 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $315K.
  • Arkadios Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $315K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.