BA
IBDP

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

Ballast 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
-5,441
Closed -$137K – 167
2024
Q3 		$137K Hold
5,441
– – 0.04% 124
2024
Q2 		$137K Buy
5,441
+1,800
+49% +$45.1K 0.04% 124
2024
Q1 		$91.2K Buy
+3,641
New +$90.9K 0.03% 134

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

Ballast Advisors's IBDP Position: Q4 2024 in Review

Ballast Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 5,441 shares — an estimated $137K sold.

Ballast Advisors first reported a position in IBDP in Q1 2024 and held it in 3 quarters. The position peaked at $137K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Ballast Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Ballast Advisors sold 5,441 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $137K.
  • Ballast Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2024 and held it in 3 quarters.
  • Ballast Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $137K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Ballast Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.