DF
IBDP

Dunhill Financial’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Dunhill Financial’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
-399
Closed -$10.1K – 978
2024
Q3 		$10.1K Hold
399
– – 0.01% 385
2024
Q2 		$10K Hold
399
– – 0.01% 289
2024
Q1 		$9.99K Buy
+399
New +$9.97K 0.01% 242

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

Dunhill Financial's IBDP Position: Q4 2024 in Review

Dunhill Financial sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 399 shares — an estimated $10.1K sold.

Dunhill Financial first reported a position in IBDP in Q1 2024 and held it in 3 quarters. The position peaked at $10.1K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Dunhill Financial reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Dunhill Financial sold 399 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $10.1K.
  • Dunhill Financial first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2024 and held it in 3 quarters.
  • Dunhill Financial's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $10.1K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Dunhill Financial's 13F filing for Q4 2024, filed 14 Feb 2025.