EWM
IBDP

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

Executive 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
-8,097
Closed -$204K – 280
2024
Q3 		$204K Buy
8,097
+69
+0.9% +$1.73K 0.02% 255
2024
Q2 		$202K Buy
+8,028
New +$201K 0.04% 116

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

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

Executive Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 8,097 shares — an estimated $204K sold.

Executive Wealth Management first reported a position in IBDP in Q2 2024 and held it in 2 quarters. The position peaked at $204K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Executive Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Executive Wealth Management sold 8,097 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $204K.
  • Executive Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2024 and held it in 2 quarters.
  • Executive Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $204K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

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