BWM
IBDP

BCS Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

BCS 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
-29,465
Closed -$743K – 270
2024
Q3 		$743K Hold
29,465
– – 0.32% 65
2024
Q2 		$740K Hold
29,465
– – 0.36% 62
2024
Q1 		$738K Buy
29,465
+17,300
+142% +$432K 0.24% 95
2023
Q4 		$303K Buy
+12,165
New +$302K 0.11% 166

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

BCS Wealth Management's IBDP Position: Q4 2024 in Review

BCS Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 29,465 shares — an estimated $743K sold.

BCS Wealth Management first reported a position in IBDP in Q4 2023 and held it in 4 quarters. The position peaked at $743K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • BCS Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • BCS Wealth Management sold 29,465 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $743K.
  • BCS Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 4 quarters.
  • BCS Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $743K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on BCS Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.