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IBDP

Atwater Malick’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Atwater Malick’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
-23,754
Closed -$599K – 78
2024
Q3 		$599K Hold
23,754
– – 0.19% 50
2024
Q2 		$597K Hold
23,754
– – 0.21% 48
2024
Q1 		$595K Buy
23,754
+600
+3% +$15K 0.21% 51
2023
Q4 		$577K Buy
23,154
+4,040
+21% +$100K 0.23% 44
2023
Q3 		$473K Hold
19,114
– – 0.21% 46
2023
Q2 		$471K Buy
19,114
+1,230
+7% +$30.2K 0.2% 47
2023
Q1 		$440K Buy
17,884
+1,228
+7% +$30.1K 0.21% 42
2022
Q4 		$407K Buy
16,656
+415
+3% +$10.1K 0.2% 41
2022
Q3 		$395K Sell
16,241
-5,726
-26% -$141K 0.22% 38
2022
Q2 		$544K Buy
21,967
+5,235
+31% +$130K 0.29% 33
2022
Q1 		$420K Buy
16,732
+398
+2% +$10.1K 0.2% 37
2021
Q4 		$424K Buy
16,334
+2,746
+20% +$71.5K 0.2% 36
2021
Q3 		$357K Buy
13,588
+1,529
+13% +$40.3K 0.19% 36
2021
Q2 		$318K Buy
12,059
+3,791
+46% +$100K 0.18% 35
2021
Q1 		$218K Buy
+8,268
New +$219K 0.13% 42

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

Atwater Malick's IBDP Position: Q4 2024 in Review

Atwater Malick sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 23,754 shares — an estimated $599K sold.

Atwater Malick first reported a position in IBDP in Q1 2021 and held it in 15 quarters. The position peaked at $599K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Atwater Malick reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Atwater Malick sold 23,754 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $599K.
  • Atwater Malick first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2021 and held it in 15 quarters.
  • Atwater Malick's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $599K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Atwater Malick's 13F filing for Q4 2024, filed 15 Jan 2025.