ECM
IBDP

Exchange Capital Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Exchange Capital 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
-79,632
Closed -$2.01M – 219
2024
Q3 		$2.01M Buy
79,632
+3,659
+5% +$92K 0.32% 90
2024
Q2 		$1.91M Sell
75,973
-416
-0.5% -$10.4K 0.31% 93
2024
Q1 		$1.91M Hold
76,389
– – 0.31% 90
2023
Q4 		$1.9M Buy
76,389
+41,055
+116% +$1.02M 0.34% 83
2023
Q3 		$874K Hold
35,334
– – 0.16% 117
2023
Q2 		$870K Sell
35,334
-1,496
-4% -$36.8K 0.16% 120
2023
Q1 		$906K Sell
36,830
-268
-0.7% -$6.58K 0.18% 113
2022
Q4 		$906K Buy
37,098
+133
+0.4% +$3.24K 0.2% 110
2022
Q3 		$900K Sell
36,965
-310
-0.8% -$7.65K 0.21% 113
2022
Q2 		$923K Sell
37,275
-811
-2% -$20.2K 0.2% 113
2022
Q1 		$956K Sell
38,086
-114
-0.3% -$2.9K 0.18% 119
2021
Q4 		$991K Sell
38,200
-420
-1% -$10.9K 0.18% 121
2021
Q3 		$1.01M Sell
38,620
-20
-0.1% -$527 0.2% 116
2021
Q2 		$1.02M Sell
38,640
-219
-0.6% -$5.78K 0.2% 117
2021
Q1 		$1.02M Sell
38,859
-115
-0.3% -$3.05K 0.21% 111
2020
Q4 		$1.04M Sell
38,974
-25
-0.1% -$662 0.23% 110
2020
Q3 		$1.03M Sell
38,999
-250
-0.6% -$6.62K 0.26% 99
2020
Q2 		$1.03M Sell
39,249
-729
-2% -$18.8K 0.29% 93
2020
Q1 		$988K Sell
39,978
-1,439
-3% -$36.6K 0.32% 85
2019
Q4 		$1.06M Sell
41,417
-2,689
-6% -$69K 0.27% 90
2019
Q3 		$1.13M Sell
44,106
-532
-1% -$13.6K 0.3% 86
2019
Q2 		$1.14M Buy
44,638
+2,362
+6% +$59K 0.31% 89
2019
Q1 		$1.05M Sell
42,276
-133
-0.3% -$3.24K 0.3% 92
2018
Q4 		$1.01M Buy
42,409
+1,416
+3% +$33.8K 0.33% 91
2018
Q3 		$988K Buy
40,993
+1,636
+4% +$39.5K 0.29% 90
2018
Q2 		$947K Buy
39,357
+2,343
+6% +$56.4K 0.28% 88
2018
Q1 		$903K Buy
37,014
+6,170
+20% +$152K 0.28% 83
2017
Q4 		$773K Buy
30,844
+2,067
+7% +$51.9K 0.24% 96
2017
Q3 		$725K Buy
28,777
+1,801
+7% +$45.3K 0.24% 82
2017
Q2 		$676K Buy
+26,976
New +$674K 0.23% 82

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

Exchange Capital Management's IBDP Position: Q4 2024 in Review

Exchange Capital Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 79,632 shares — an estimated $2.01M sold.

Exchange Capital Management first reported a position in IBDP in Q2 2017 and held it in 30 quarters. The position peaked at $2.01M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Exchange Capital Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Exchange Capital Management sold 79,632 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $2.01M.
  • Exchange Capital Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2017 and held it in 30 quarters.
  • Exchange Capital Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $2.01M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Exchange Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.