CFS
IBDP

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

Commonwealth Financial 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
-34,558
Closed -$868K – 204
2024
Q3 		$868K Sell
34,558
-6,724
-16% -$169K 0.17% 73
2024
Q2 		$1.03M Sell
41,282
-288,269
-87% -$7.22M 0.21% 64
2024
Q1 		$8.21M Sell
329,551
-865
-0.3% -$21.6K 1.93% 15
2023
Q4 		$8.23M Buy
330,416
+109,118
+49% +$2.71M 1.94% 15
2023
Q3 		$5.47M Buy
+221,298
New +$5.46M 1.63% 19

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

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

Commonwealth Financial Services sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 34,558 shares — an estimated $868K sold.

Commonwealth Financial Services first reported a position in IBDP in Q3 2023 and held it in 5 quarters. The position peaked at $8.23M in Q4 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Commonwealth Financial Services reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Commonwealth Financial Services sold 34,558 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $868K.
  • Commonwealth Financial Services first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2023 and held it in 5 quarters.
  • Commonwealth Financial Services's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $8.23M in Q4 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Commonwealth Financial Services's 13F filing for Q4 2024, filed 27 Jan 2025.