CWM
IBDP

Cornerstone Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Cornerstone Wealth Management’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
-21,443
Closed -$541K – 609
2024
Q3 		$541K Buy
21,443
+942
+5% +$23.7K 0.04% 335
2024
Q2 		$515K Sell
20,501
-1,233
-6% -$30.9K 0.04% 326
2024
Q1 		$544K Buy
21,734
+377
+2% +$9.42K 0.04% 318
2023
Q4 		$532K Buy
21,357
+439
+2% +$10.9K 0.05% 310
2023
Q3 		$517K Buy
20,918
+2,221
+12% +$54.8K 0.05% 297
2023
Q2 		$460K Buy
18,697
+1,155
+7% +$28.4K 0.04% 320
2023
Q1 		$431K Buy
+17,542
New +$430K 0.04% 307

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

Cornerstone Wealth Management's IBDP Position: Q4 2024 in Review

Cornerstone Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 21,443 shares — an estimated $541K sold.

Cornerstone Wealth Management first reported a position in IBDP in Q1 2023 and held it in 7 quarters. The position peaked at $544K in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Cornerstone Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Cornerstone Wealth Management sold 21,443 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $541K.
  • Cornerstone Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2023 and held it in 7 quarters.
  • Cornerstone Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $544K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Cornerstone Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.