BBW
IBDP

Blue Barn Wealth’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Blue Barn Wealth’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
-49,884
Closed -$1.26M – 165
2024
Q3 		$1.26M Buy
49,884
+8,916
+22% +$224K 0.65% 33
2024
Q2 		$1.03M Sell
40,968
-10,105
-20% -$253K 0.57% 35
2024
Q1 		$1.28M Sell
51,073
-3,525
-6% -$88K 0.71% 33
2023
Q4 		$1.36M Buy
54,598
+32,833
+151% +$814K 0.81% 31
2023
Q3 		$538K Buy
21,765
+413
+2% +$10.2K 0.35% 51
2023
Q2 		$526K Buy
21,352
+122
+0.6% +$3K 0.34% 53
2023
Q1 		$522K Buy
21,230
+2,307
+12% +$56.6K 0.32% 54
2022
Q4 		$462K Buy
+18,923
New +$461K 0.3% 56

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

Blue Barn Wealth's IBDP Position: Q4 2024 in Review

Blue Barn Wealth sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 49,884 shares — an estimated $1.26M sold.

Blue Barn Wealth first reported a position in IBDP in Q4 2022 and held it in 8 quarters. The position peaked at $1.36M in Q4 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Blue Barn Wealth reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Blue Barn Wealth sold 49,884 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $1.26M.
  • Blue Barn Wealth first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2022 and held it in 8 quarters.
  • Blue Barn Wealth's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.36M in Q4 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Blue Barn Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.