EIA
IBDP

Eldridge Investment Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Eldridge Investment Advisors’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
-19,619
Closed -$495K – 157
2024
Q3 		$495K Buy
19,619
+62
+0.3% +$1.56K 0.12% 107
2024
Q2 		$491K Sell
19,557
-60,523
-76% -$1.52M 0.12% 100
2024
Q1 		$2.01M Buy
80,080
+1,870
+2% +$46.7K 0.52% 44
2023
Q4 		$1.95M Buy
78,210
+7,711
+11% +$191K 0.51% 48
2023
Q3 		$1.74M Buy
70,499
+54,200
+333% +$1.34M 0.58% 37
2023
Q2 		$401K Buy
16,299
+600
+4% +$14.8K 0.13% 100
2023
Q1 		$386K Buy
15,699
+66
+0.4% +$1.62K 0.13% 98
2022
Q4 		$382K Buy
15,633
+106
+0.7% +$2.58K 0.13% 94
2022
Q3 		$378K Buy
15,527
+274
+2% +$6.76K 0.15% 92
2022
Q2 		$378K Buy
15,253
+60
+0.4% +$1.49K 0.14% 88
2022
Q1 		$381K Buy
15,193
+1,586
+12% +$40.4K 0.13% 92
2021
Q4 		$353K Buy
13,607
+3,058
+29% +$79.6K 0.12% 98
2021
Q3 		$277K Buy
10,549
+3
+0% +$79 0.1% 104
2021
Q2 		$278K Buy
10,546
+3
+0% +$79 0.1% 101
2021
Q1 		$278K Buy
10,543
+2
+0% +$53 0.11% 99
2020
Q4 		$280K Buy
10,541
+5
+0% +$132 0.12% 88
2020
Q3 		$278K Buy
10,536
+1,005
+11% +$26.6K 0.13% 80
2020
Q2 		$251K Buy
9,531
+4
+0% +$103 0.12% 85
2020
Q1 		$235K Buy
9,527
+3
+0% +$76 0.13% 77
2019
Q4 		$245K Buy
9,524
+7
+0.1% +$180 0.12% 84
2019
Q3 		$244K Buy
+9,517
New +$243K 0.13% 84

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

Eldridge Investment Advisors's IBDP Position: Q4 2024 in Review

Eldridge Investment Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 19,619 shares — an estimated $495K sold.

Eldridge Investment Advisors first reported a position in IBDP in Q3 2019 and held it in 21 quarters. The position peaked at $2.01M in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Eldridge Investment Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Eldridge Investment Advisors sold 19,619 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $495K.
  • Eldridge Investment Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2019 and held it in 21 quarters.
  • Eldridge Investment Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $2.01M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Eldridge Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.