Focus Partners Wealth
IBDP

Focus Partners Wealth’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Focus Partners Wealth’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
-523,091
Closed -$13.2M – 1984
2024
Q3 		$13.2M Sell
523,091
-23,220
-4% -$584K 0.04% 352
2024
Q2 		$13.7M Buy
546,311
+536,452
+5,441% +$13.4M 0.05% 305
2024
Q1 		$247K Sell
9,859
-400
-4% -$9.99K ﹤0.01% 886
2023
Q4 		$256K Buy
+10,259
New +$254K ﹤0.01% 702

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

Focus Partners Wealth's IBDP Position: Q4 2024 in Review

Focus Partners Wealth sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 523,091 shares — an estimated $13.2M sold.

Focus Partners Wealth first reported a position in IBDP in Q4 2023 and held it in 4 quarters. The position peaked at $13.7M in Q2 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Focus Partners Wealth reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 523,091 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $13.2M.
  • Focus Partners Wealth first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 4 quarters.
  • Focus Partners Wealth's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $13.7M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Focus Partners Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.