CPW
IBDP

Crestmont Private Wealth’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Crestmont Private Wealth’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
-42,264
Closed -$1.07M – 121
2024
Q3 		$1.07M Buy
42,264
+956
+2% +$24K 0.47% 12
2024
Q2 		$1.04M Buy
41,308
+5,258
+15% +$132K 0.5% 14
2024
Q1 		$903K Buy
+36,050
New +$900K 0.45% 13

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

Crestmont Private Wealth's IBDP Position: Q4 2024 in Review

Crestmont Private Wealth sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 42,264 shares — an estimated $1.07M sold.

Crestmont Private Wealth first reported a position in IBDP in Q1 2024 and held it in 3 quarters. The position peaked at $1.07M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Crestmont Private Wealth reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Crestmont Private Wealth sold 42,264 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $1.07M.
  • Crestmont Private Wealth first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2024 and held it in 3 quarters.
  • Crestmont Private Wealth's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.07M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Crestmont Private Wealth's 13F filing for Q4 2024, filed 14 Jan 2025.