EWM
IBDP

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

Endowment Wealth Management’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
-110,612
Closed -$2.79M – 152
2024
Q3 		$2.79M Sell
110,612
-3,460
-3% -$86.9K 1.83% 13
2024
Q2 		$2.87M Buy
114,072
+327
+0.3% +$8.19K 2.09% 12
2024
Q1 		$2.85M Buy
113,745
+28,939
+34% +$723K 2.13% 11
2023
Q4 		$2.11M Buy
84,806
+11,628
+16% +$288K 1.76% 13
2023
Q3 		$1.81M Buy
73,178
+38,477
+111% +$949K 1.62% 15
2023
Q2 		$854K Buy
34,701
+15,205
+78% +$374K 0.78% 29
2023
Q1 		$479K Buy
+19,496
New +$478K 0.48% 58

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

Endowment Wealth Management's IBDP Position: Q4 2024 in Review

Endowment Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 110,612 shares — an estimated $2.79M sold.

Endowment Wealth Management first reported a position in IBDP in Q1 2023 and held it in 7 quarters. The position peaked at $2.87M in Q2 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Endowment Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Endowment Wealth Management sold 110,612 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $2.79M.
  • Endowment Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2023 and held it in 7 quarters.
  • Endowment Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $2.87M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Endowment Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.