Equitable Holdings’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Equitable Holdings’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	-19,097	Closed	-$481K	–	1349
2024 Q3	$481K	Sell	19,097 -764	-4%	-$19.2K	﹤0.01%	878
2024 Q2	$499K	Sell	19,861 -883	-4%	-$22.1K	0.01%	831
2024 Q1	$520K	Buy	20,744 +468	+2%	+$11.7K	0.01%	788
2023 Q4	$505K	Buy	20,276 +2,101	+12%	+$52.1K	0.01%	775
2023 Q3	$449K	Buy	18,175 +85	+0.5%	+$2.1K	0.01%	753
2023 Q2	$445K	Buy	18,090 +9,766	+117%	+$240K	0.01%	739
2023 Q1	$205K	Buy	+8,324	New	+$204K	﹤0.01%	915

Other funds holding IBDP

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

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

Equitable Holdings's IBDP Position: Q4 2024 in Review

Equitable Holdings sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 19,097 shares — an estimated $481K sold.

Equitable Holdings first reported a position in IBDP in Q1 2023 and held it in 7 quarters. The position peaked at $520K in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

Equitable Holdings reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
Equitable Holdings sold 19,097 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $481K.
Equitable Holdings first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2023 and held it in 7 quarters.
Equitable Holdings's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $520K in Q1 2024.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Equitable Holdings's 13F filing for Q4 2024, filed 12 Feb 2025.