BSSFA
IBDP

Baron Silver Stevens Financial Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Baron Silver Stevens Financial 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
-19,669
Closed -$496K – 133
2024
Q3 		$496K Buy
+19,669
New +$494K 0.09% 69
2024
Q2 		– Hold
0
– – – 69
2024
Q1 		– Hold
0
– – – 70
2023
Q4 		– Hold
0
– – – 65
2023
Q3 		– Hold
0
– – – 66
2023
Q2 		– Hold
0
– – – 66
2022
Q4 		– Hold
0
– – – 92

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

Baron Silver Stevens Financial Advisors's IBDP Position: Q4 2024 in Review

Baron Silver Stevens Financial Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 19,669 shares — an estimated $496K sold.

Baron Silver Stevens Financial Advisors first reported a position in IBDP in Q3 2024 and held it in 1 quarter. The position peaked at $496K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Baron Silver Stevens Financial Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 19,669 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $496K.
  • Baron Silver Stevens Financial Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2024 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $496K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.