CT
IBDP

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

Colonial Trust’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
-800
Closed -$20.2K – 1367
2024
Q3 		$20.2K Hold
800
– – ﹤0.01% 717
2024
Q2 		$20.1K Hold
800
– – ﹤0.01% 668
2024
Q1 		$20K Hold
800
– – ﹤0.01% 659
2023
Q4 		$19.9K Hold
800
– – ﹤0.01% 632
2023
Q3 		$19.8K Hold
800
– – ﹤0.01% 606
2023
Q2 		$19.7K Hold
800
– – ﹤0.01% 601
2023
Q1 		$19.7K Hold
800
– – 0.01% 584
2022
Q4 		$19.5K Buy
+800
New +$19.5K 0.01% 571

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

Colonial Trust's IBDP Position: Q4 2024 in Review

Colonial Trust sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 800 shares — an estimated $20.2K sold.

Colonial Trust first reported a position in IBDP in Q4 2022 and held it in 8 quarters. The position peaked at $20.2K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Colonial Trust reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Colonial Trust sold 800 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $20.2K.
  • Colonial Trust first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2022 and held it in 8 quarters.
  • Colonial Trust's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $20.2K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Colonial Trust's 13F filing for Q4 2024, filed 14 Feb 2025.