Commonwealth Equity Services
IBDP

Commonwealth Equity Services’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Commonwealth Equity Services’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
-1,250,521
Closed -$31.5M – 4254
2024
Q3 		$31.5M Sell
1,250,521
-47,681
-4% -$1.2M 0.05% 370
2024
Q2 		$32.6M Sell
1,298,202
-74
-0% -$1.85K 0.05% 343
2024
Q1 		$32.5M Buy
1,298,276
+161,024
+14% +$4.02M 0.05% 343
2023
Q4 		$28.3M Buy
1,137,252
+87,551
+8% +$2.17M 0.05% 347
2023
Q3 		$26M Buy
1,049,701
+29,204
+3% +$720K 0.05% 323
2023
Q2 		$25.1M Buy
1,020,497
+60,860
+6% +$1.5M 0.05% 341
2023
Q1 		$23.6K Buy
959,637
+459,828
+92% +$11.3M 0.05% 343
2022
Q4 		$12.2M Buy
499,809
+70,322
+16% +$1.71M 0.03% 558
2022
Q3 		$10.5M Buy
429,487
+232,215
+118% +$5.73M 0.03% 558
2022
Q2 		$4.88M Buy
197,272
+39,785
+25% +$989K 0.01% 915
2022
Q1 		$3.95M Sell
157,487
-5,953
-4% -$152K 0.01% 1082
2021
Q4 		$4.24M Buy
163,440
+45,091
+38% +$1.17M 0.01% 1018
2021
Q3 		$3.11M Buy
118,349
+8,556
+8% +$225K 0.01% 1153
2021
Q2 		$2.9M Buy
109,793
+5,215
+5% +$138K 0.01% 1181
2021
Q1 		$2.76M Buy
104,578
+25,400
+32% +$673K 0.01% 1115
2020
Q4 		$2.1M Buy
79,178
+18,253
+30% +$483K 0.01% 1200
2020
Q3 		$1.61M Buy
60,925
+10,678
+21% +$283K 0.01% 1210
2020
Q2 		$1.32M Buy
50,247
+2,868
+6% +$73.9K 0.01% 1258
2020
Q1 		$1.17M Buy
47,379
+5,372
+13% +$137K 0.01% 1177
2019
Q4 		$1.08M Buy
42,007
+6,313
+18% +$162K ﹤0.01% 1374
2019
Q3 		$917K Buy
35,694
+6,016
+20% +$154K ﹤0.01% 1413
2019
Q2 		$756K Buy
29,678
+4,726
+19% +$118K ﹤0.01% 1530
2019
Q1 		$620K Buy
24,952
+3,448
+16% +$84.1K ﹤0.01% 1602
2018
Q4 		$513K Buy
21,504
+1,961
+10% +$46.8K ﹤0.01% 1619
2018
Q3 		$471K Buy
19,543
+4,845
+33% +$117K ﹤0.01% 1822
2018
Q2 		$354K Sell
14,698
-342
-2% -$8.24K ﹤0.01% 1993
2018
Q1 		$366K Sell
15,040
-839
-5% -$20.6K ﹤0.01% 1921
2017
Q4 		$398K Buy
+15,879
New +$399K ﹤0.01% 1853
2017
Q3 		– Sell
-8,763
Closed -$220K – 2622
2017
Q2 		$220K Sell
8,763
-190
-2% -$4.75K ﹤0.01% 2151
2017
Q1 		$222K Buy
8,953
+411
+5% +$10.1K ﹤0.01% 2072
2016
Q4 		$209K Buy
+8,542
New +$213K ﹤0.01% 2026

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

Commonwealth Equity Services's IBDP Position: Q4 2024 in Review

Commonwealth Equity Services sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 1,250,521 shares — an estimated $31.5M sold.

Commonwealth Equity Services first reported a position in IBDP in Q4 2016 and held it in 31 quarters. The position peaked at $32.6M in Q2 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Commonwealth Equity Services reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 1,250,521 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $31.5M.
  • Commonwealth Equity Services first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2016 and held it in 31 quarters.
  • Commonwealth Equity Services's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $32.6M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Commonwealth Equity Services's 13F filing for Q4 2024, filed 10 Feb 2025.