Bartlett & Co Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Bartlett & Co Wealth Management’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	-5,125	Closed	-$129K	–	1157
2024 Q3	$129K	Hold	5,125	–	–	﹤0.01%	506
2024 Q2	$129K	Hold	5,125	–	–	﹤0.01%	501
2024 Q1	$128K	Hold	5,125	–	–	﹤0.01%	518
2023 Q4	$128K	Hold	5,125	–	–	﹤0.01%	542
2023 Q3	$127K	Buy	5,125 +700	+16%	+$17.3K	﹤0.01%	511
2023 Q2	$109K	Buy	+4,425	New	+$109K	﹤0.01%	528

Other funds holding IBDP

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

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

Bartlett & Co Wealth Management's IBDP Position: Q4 2024 in Review

Bartlett & Co Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 5,125 shares — an estimated $129K sold.

Bartlett & Co Wealth Management first reported a position in IBDP in Q2 2023 and held it in 6 quarters. The position peaked at $129K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

Bartlett & Co Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
Bartlett & Co Wealth Management sold 5,125 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $129K.
Bartlett & Co Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2023 and held it in 6 quarters.
Bartlett & Co Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $129K in Q3 2024.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.