CSIA
IBDP

Conrad Siegel Investment Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Conrad Siegel Investment 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
-15,297
Closed -$386K – 48
2024
Q3 		$386K Sell
15,297
-15,119
-50% -$380K 0.1% 36
2024
Q2 		$764K Sell
30,416
-6,485
-18% -$162K 0.22% 26
2024
Q1 		$924K Buy
36,901
+26,875
+268% +$671K 0.27% 21
2023
Q4 		$250K Buy
10,026
+102
+1% +$2.53K 0.11% 28
2023
Q3 		$245K Buy
9,924
+1,072
+12% +$26.4K 0.13% 27
2023
Q2 		$218K Sell
8,852
-5,104
-37% -$126K 0.17% 23
2023
Q1 		$343K Buy
13,956
+67
+0.5% +$1.64K 0.3% 24
2022
Q4 		$339K Buy
+13,889
New +$338K 0.34% 23

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 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

Conrad Siegel Investment Advisors's IBDP Position: Q4 2024 in Review

Conrad Siegel Investment Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 15,297 shares — an estimated $386K sold.

Conrad Siegel Investment Advisors first reported a position in IBDP in Q4 2022 and held it in 8 quarters. The position peaked at $924K in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Conrad Siegel Investment Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Conrad Siegel Investment Advisors sold 15,297 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $386K.
  • Conrad Siegel Investment Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2022 and held it in 8 quarters.
  • Conrad Siegel Investment Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $924K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Conrad Siegel Investment Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.