CFG
IBDP

Carr Financial Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Carr Financial Group’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
-20,658
Closed -$521K – 207
2024
Q3 		$521K Buy
20,658
+205
+1% +$5.15K 0.15% 103
2024
Q2 		$514K Buy
20,453
+64
+0.3% +$1.6K 0.16% 104
2024
Q1 		$511K Hold
20,389
– – 0.17% 104
2023
Q4 		$508K Sell
20,389
-231
-1% -$5.73K 0.19% 89
2023
Q3 		$510K Sell
20,620
-758
-4% -$18.7K 0.2% 85
2023
Q2 		$526K Hold
21,378
– – 0.21% 88
2023
Q1 		$526K Sell
21,378
-16,064
-43% -$394K 0.23% 81
2022
Q4 		$914K Buy
+37,442
New +$912K 0.48% 43

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

Carr Financial Group's IBDP Position: Q4 2024 in Review

Carr Financial Group sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 20,658 shares — an estimated $521K sold.

Carr Financial Group first reported a position in IBDP in Q4 2022 and held it in 8 quarters. The position peaked at $914K in Q4 2022. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Carr Financial Group reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Carr Financial Group sold 20,658 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $521K.
  • Carr Financial Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2022 and held it in 8 quarters.
  • Carr Financial Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $914K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Carr Financial Group's 13F filing for Q4 2024, filed 21 Jan 2025.