DAS
IBDP

Diversify Advisory Services’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Diversify Advisory Services’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
-131,542
Closed -$3.31M – 702
2024
Q3 		$3.31M Sell
131,542
-29,070
-18% -$731K 0.18% 104
2024
Q2 		$4.03M Buy
+160,612
New +$4.02M 0.22% 83

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

Diversify Advisory Services's IBDP Position: Q4 2024 in Review

Diversify Advisory Services sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 131,542 shares — an estimated $3.31M sold.

Diversify Advisory Services first reported a position in IBDP in Q2 2024 and held it in 2 quarters. The position peaked at $4.03M in Q2 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Diversify Advisory Services reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 131,542 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $3.31M.
  • Diversify Advisory Services first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2024 and held it in 2 quarters.
  • Diversify Advisory Services's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $4.03M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Diversify Advisory Services's 13F filing for Q4 2024, filed 16 Jan 2025.