FFA
IBDP

Farther Finance Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Farther Finance Advisors’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
-23,952
Closed -$604K – 4187
2024
Q3 		$604K Buy
23,952
+3,441
+17% +$86.5K 0.02% 517
2024
Q2 		$514K Buy
20,511
+398
+2% +$9.97K 0.02% 471
2024
Q1 		$503K Buy
20,113
+491
+3% +$12.3K 0.03% 394
2023
Q4 		$489K Buy
19,622
+18,210
+1,290% +$451K 0.04% 357
2023
Q3 		$34.9K Hold
1,412
– – 0.01% 907
2023
Q2 		$34.8K Buy
1,412
+960
+212% +$23.6K 0.01% 788
2023
Q1 		$11.1K Buy
+452
New +$11.1K ﹤0.01% 1080

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

Farther Finance Advisors's IBDP Position: Q4 2024 in Review

Farther Finance Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 23,952 shares — an estimated $604K sold.

Farther Finance Advisors first reported a position in IBDP in Q1 2023 and held it in 7 quarters. The position peaked at $604K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Farther Finance Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 23,952 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $604K.
  • Farther Finance Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2023 and held it in 7 quarters.
  • Farther Finance Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $604K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Farther Finance Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.