BTI
IBDP

Blue Trust Inc’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Blue Trust Inc’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
-30,187
Closed -$759K – 3053
2024
Q3 		$759K Hold
30,187
– – 0.01% 336
2024
Q2 		$756K Hold
30,187
– – 0.01% 262
2024
Q1 		$756K Buy
+30,187
New +$754K 0.01% 212

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

Blue Trust Inc's IBDP Position: Q4 2024 in Review

Blue Trust Inc sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 30,187 shares — an estimated $759K sold.

Blue Trust Inc first reported a position in IBDP in Q1 2024 and held it in 3 quarters. The position peaked at $759K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Blue Trust Inc reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 30,187 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $759K.
  • Blue Trust Inc first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2024 and held it in 3 quarters.
  • Blue Trust Inc's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $759K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.