ATPW
IBDP

Ashton Thomas Private Wealth’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Ashton Thomas Private Wealth’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
-9,488
Closed -$239K – 824
2024
Q3 		$239K Sell
9,488
-1,797
-16% -$45.2K 0.01% 553
2024
Q2 		$284K Sell
11,285
-1,371
-11% -$34.4K 0.02% 498
2024
Q1 		$317K Buy
12,656
+74
+0.6% +$1.85K 0.02% 490
2023
Q4 		$313K Buy
12,582
+4,249
+51% +$105K 0.02% 491
2023
Q3 		$206K Sell
8,333
-19,729
-70% -$486K 0.02% 535
2023
Q2 		$691K Buy
28,062
+163
+0.6% +$4.01K 0.05% 345
2023
Q1 		$686K Buy
27,899
+68
+0.2% +$1.67K 0.06% 303
2022
Q4 		$680K Buy
27,831
+139
+0.5% +$3.39K 0.07% 301
2022
Q3 		$674K Buy
27,692
+2,475
+10% +$61.1K 0.08% 271
2022
Q2 		$624K Buy
+25,217
New +$627K 0.07% 272
2019
Q2 		– Sell
-8,321
Closed -$207K – 207
2019
Q1 		$207K Buy
+8,321
New +$203K 0.09% 182

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

Ashton Thomas Private Wealth's IBDP Position: Q4 2024 in Review

Ashton Thomas Private Wealth sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 9,488 shares — an estimated $239K sold.

Ashton Thomas Private Wealth first reported a position in IBDP in Q1 2019 and held it in 11 quarters. The position peaked at $691K in Q2 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Ashton Thomas Private Wealth reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 9,488 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $239K.
  • Ashton Thomas Private Wealth first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2019 and held it in 11 quarters.
  • Ashton Thomas Private Wealth's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $691K in Q2 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.