BCM
IBDP

Brookstone Capital Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Brookstone Capital 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
-27,492
Closed -$693K – 1069
2024
Q3 		$693K Buy
27,492
+6,111
+29% +$154K 0.01% 604
2024
Q2 		$537K Buy
21,381
+1,603
+8% +$40.2K 0.01% 644
2024
Q1 		$495K Buy
19,778
+10,266
+108% +$256K 0.01% 631
2023
Q4 		$237K Buy
9,512
+109
+1% +$2.7K ﹤0.01% 781
2023
Q3 		$233K Buy
9,403
+1,139
+14% +$28.1K 0.01% 740
2023
Q2 		$203K Buy
+8,264
New +$203K ﹤0.01% 788

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

Brookstone Capital Management's IBDP Position: Q4 2024 in Review

Brookstone Capital Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 27,492 shares — an estimated $693K sold.

Brookstone Capital Management first reported a position in IBDP in Q2 2023 and held it in 6 quarters. The position peaked at $693K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Brookstone Capital Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Brookstone Capital Management sold 27,492 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $693K.
  • Brookstone Capital Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2023 and held it in 6 quarters.
  • Brookstone Capital Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $693K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

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