CPRC
IBDP

Consolidated Portfolio Review Corp’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Consolidated Portfolio Review Corp’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
-35,738
Closed -$901K – 399
2024
Q3 		$901K Buy
35,738
+1,469
+4% +$36.9K 0.2% 129
2024
Q2 		$861K Buy
34,269
+2,949
+9% +$73.9K 0.2% 132
2024
Q1 		$785K Buy
31,320
+1,724
+6% +$43.1K 0.21% 122
2023
Q4 		$737K Buy
29,596
+1,205
+4% +$29.9K 0.17% 137
2023
Q3 		$702K Buy
28,391
+328
+1% +$8.09K 0.17% 139
2023
Q2 		$691K Buy
28,063
+284
+1% +$6.98K 0.16% 143
2023
Q1 		$683K Buy
+27,779
New +$681K 0.18% 133

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

Consolidated Portfolio Review Corp's IBDP Position: Q4 2024 in Review

Consolidated Portfolio Review Corp sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 35,738 shares — an estimated $901K sold.

Consolidated Portfolio Review Corp first reported a position in IBDP in Q1 2023 and held it in 7 quarters. The position peaked at $901K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Consolidated Portfolio Review Corp reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 35,738 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $901K.
  • Consolidated Portfolio Review Corp first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2023 and held it in 7 quarters.
  • Consolidated Portfolio Review Corp's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $901K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2024, filed 27 Jan 2025.