AssetMark Inc
IBDP

AssetMark Inc’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

AssetMark Inc’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
-1,576
Closed -$39.7K – 2679
2024
Q3 		$39.7K Buy
+1,576
New +$39.6K ﹤0.01% 1343
2024
Q2 		– Sell
-159
Closed -$3.98K – 2261
2024
Q1 		$3.98K Buy
+159
New +$3.97K ﹤0.01% 1495

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

AssetMark Inc's IBDP Position: Q4 2024 in Review

AssetMark Inc sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 1,576 shares — an estimated $39.7K sold.

AssetMark Inc first reported a position in IBDP in Q1 2024 and held it in 2 quarters. The position peaked at $39.7K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • AssetMark Inc reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • AssetMark Inc sold 1,576 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $39.7K.
  • AssetMark Inc first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2024 and held it in 2 quarters.
  • AssetMark Inc's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $39.7K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on AssetMark Inc's 13F filing for Q4 2024, filed 6 Feb 2025.