CRC
IBDP

Curi RMB Capital’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Curi RMB Capital’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
-8,822
Closed -$222K – 563
2024
Q3 		$222K Sell
8,822
-1,498
-15% -$37.6K 0.01% 520
2024
Q2 		$259K Sell
10,320
-1,506
-13% -$37.7K 0.01% 490
2024
Q1 		$296K Buy
+11,826
New +$295K 0.01% 502

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

Curi RMB Capital's IBDP Position: Q4 2024 in Review

Curi RMB Capital sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 8,822 shares — an estimated $222K sold.

Curi RMB Capital first reported a position in IBDP in Q1 2024 and held it in 3 quarters. The position peaked at $296K in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Curi RMB Capital reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Curi RMB Capital sold 8,822 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $222K.
  • Curi RMB Capital first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2024 and held it in 3 quarters.
  • Curi RMB Capital's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $296K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Curi RMB Capital's 13F filing for Q4 2024, filed 13 Feb 2025.