BSTWA
IBDP

Blake Schutter Theil Wealth Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Blake Schutter Theil Wealth 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
-15,608
Closed -$393K – 164
2024
Q3 		$393K Buy
+15,608
New +$392K 0.28% 101

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

Blake Schutter Theil Wealth Advisors's IBDP Position: Q4 2024 in Review

Blake Schutter Theil Wealth Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 15,608 shares — an estimated $393K sold.

Blake Schutter Theil Wealth Advisors first reported a position in IBDP in Q3 2024 and held it in 1 quarter. The position peaked at $393K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Blake Schutter Theil Wealth Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Blake Schutter Theil Wealth Advisors sold 15,608 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $393K.
  • Blake Schutter Theil Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2024 and held it in 1 quarter.
  • Blake Schutter Theil Wealth Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $393K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.