CAM
IBDP

Creekmur Asset Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Creekmur Asset 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
-12,271
Closed -$309K – 1060
2024
Q3 		$309K Hold
12,271
– – 0.07% 94
2024
Q2 		$308K Buy
12,271
+3,364
+38% +$84.3K 0.08% 94
2024
Q1 		$223K Hold
8,907
– – 0.08% 103
2023
Q4 		$222K Buy
+8,907
New +$221K 0.07% 127

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

Creekmur Asset Management's IBDP Position: Q4 2024 in Review

Creekmur Asset Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 12,271 shares — an estimated $309K sold.

Creekmur Asset Management first reported a position in IBDP in Q4 2023 and held it in 4 quarters. The position peaked at $309K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Creekmur Asset Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 12,271 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $309K.
  • Creekmur Asset Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 4 quarters.
  • Creekmur Asset Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $309K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Creekmur Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.