CA
IBDP

Clearstead Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Clearstead Advisors’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
-39,762
Closed -$1M – 2203
2024
Q3 		$1M Sell
39,762
-5,819
-13% -$146K 0.02% 420
2024
Q2 		$1.15M Buy
+45,581
New +$1.14M 0.02% 365

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

Clearstead Advisors's IBDP Position: Q4 2024 in Review

Clearstead Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 39,762 shares — an estimated $1M sold.

Clearstead Advisors first reported a position in IBDP in Q2 2024 and held it in 2 quarters. The position peaked at $1.15M in Q2 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Clearstead Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Clearstead Advisors sold 39,762 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $1M.
  • Clearstead Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2024 and held it in 2 quarters.
  • Clearstead Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.15M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Clearstead Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.