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Duncker Streett & Co’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Duncker Streett & Co’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
-6,090
Closed -$154K – 559
2024
Q3 		$154K Hold
6,090
– – 0.03% 250
2024
Q2 		$153K Hold
6,090
– – 0.03% 246
2024
Q1 		$153K Hold
6,090
– – 0.03% 241
2023
Q4 		$152K Hold
6,090
– – 0.03% 236
2023
Q3 		$151K Buy
+6,090
New +$150K 0.04% 232

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Duncker Streett & Co's IBDP Position: Q4 2024 in Review

Duncker Streett & Co sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 6,090 shares — an estimated $154K sold.

Duncker Streett & Co first reported a position in IBDP in Q3 2023 and held it in 5 quarters. The position peaked at $154K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Duncker Streett & Co reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Duncker Streett & Co sold 6,090 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $154K.
  • Duncker Streett & Co first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2023 and held it in 5 quarters.
  • Duncker Streett & Co's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $154K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Duncker Streett & Co's 13F filing for Q4 2024, filed 5 Feb 2025.