EWA
IBDP

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

Elevate Wealth Advisory’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
-10,645
Closed -$268K – 122
2024
Q3 		$268K Buy
+10,645
New +$268K 0.2% 54

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

Elevate Wealth Advisory's IBDP Position: Q4 2024 in Review

Elevate Wealth Advisory sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 10,645 shares — an estimated $268K sold.

Elevate Wealth Advisory first reported a position in IBDP in Q3 2024 and held it in 1 quarter. The position peaked at $268K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Elevate Wealth Advisory reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Elevate Wealth Advisory sold 10,645 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $268K.
  • Elevate Wealth Advisory first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2024 and held it in 1 quarter.
  • Elevate Wealth Advisory's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $268K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Elevate Wealth Advisory's 13F filing for Q4 2024, filed 11 Feb 2025.