EW
IBDP

Element Wealth’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Element Wealth’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
-18,220
Closed -$459K – 302
2024
Q3 		$459K Sell
18,220
-22,154
-55% -$557K 0.24% 75
2024
Q2 		$1.01M Sell
40,374
-18,214
-31% -$456K 0.57% 36
2024
Q1 		$1.47M Buy
58,588
+3,550
+6% +$88.7K 0.86% 23
2023
Q4 		$1.37M Buy
55,038
+15,826
+40% +$392K 0.86% 22
2023
Q3 		$970K Sell
39,212
-8,738
-18% -$215K 0.7% 27
2023
Q2 		$1.18M Buy
47,950
+4,584
+11% +$113K 0.82% 25
2023
Q1 		$1.07M Buy
43,366
+26,545
+158% +$651K 0.8% 27
2022
Q4 		$411K Buy
16,821
+14,270
+559% +$348K 0.34% 59
2022
Q3 		$62K Buy
+2,551
New +$63K 0.06% 140

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Element Wealth's IBDP Position: Q4 2024 in Review

Element Wealth sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 18,220 shares — an estimated $459K sold.

Element Wealth first reported a position in IBDP in Q3 2022 and held it in 9 quarters. The position peaked at $1.47M in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Element Wealth reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Element Wealth sold 18,220 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $459K.
  • Element Wealth first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2022 and held it in 9 quarters.
  • Element Wealth's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.47M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Element Wealth's 13F filing for Q4 2024, filed 3 Feb 2025.