BCI
IBDP

Brinker Capital Investments’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Brinker Capital Investments’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
-10,546
Closed -$266K – 1928
2024
Q3 		$266K Buy
+10,546
New +$265K ﹤0.01% 1578

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

Brinker Capital Investments's IBDP Position: Q4 2024 in Review

Brinker Capital Investments sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 10,546 shares — an estimated $266K sold.

Brinker Capital Investments first reported a position in IBDP in Q3 2024 and held it in 1 quarter. The position peaked at $266K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Brinker Capital Investments reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Brinker Capital Investments sold 10,546 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $266K.
  • Brinker Capital Investments first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2024 and held it in 1 quarter.
  • Brinker Capital Investments's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $266K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Brinker Capital Investments's 13F filing for Q4 2024, filed 1 Aug 2025.