FWM
IBDP

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

Fairhaven 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
-37,261
Closed -$939K – 131
2024
Q3 		$939K Buy
37,261
+3,093
+9% +$77.7K 0.29% 47
2024
Q2 		$859K Buy
34,168
+2,526
+8% +$63.3K 0.28% 48
2024
Q1 		$793K Sell
31,642
-3,499
-10% -$87.4K 0.27% 47
2023
Q4 		$875K Buy
35,141
+738
+2% +$18.3K 0.32% 43
2023
Q3 		$851K Buy
34,403
+120
+0.4% +$2.96K 0.34% 43
2023
Q2 		$844K Buy
+34,283
New +$843K 0.32% 43

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

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

Fairhaven Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 37,261 shares — an estimated $939K sold.

Fairhaven Wealth Management first reported a position in IBDP in Q2 2023 and held it in 6 quarters. The position peaked at $939K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Fairhaven Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Fairhaven Wealth Management sold 37,261 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $939K.
  • Fairhaven Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2023 and held it in 6 quarters.
  • Fairhaven Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $939K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

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