FW
IBDP

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

FullCircle 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
-42,994
Closed -$1.08M – 240
2024
Q3 		$1.08M Sell
42,994
-238
-0.6% -$5.98K 0.49% 71
2024
Q2 		$1.09M Buy
+43,232
New +$1.08M 0.53% 59

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

FullCircle Wealth's IBDP Position: Q4 2024 in Review

FullCircle Wealth sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 42,994 shares — an estimated $1.08M sold.

FullCircle Wealth first reported a position in IBDP in Q2 2024 and held it in 2 quarters. The position peaked at $1.09M in Q2 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • FullCircle Wealth reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • FullCircle Wealth sold 42,994 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $1.08M.
  • FullCircle Wealth first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2024 and held it in 2 quarters.
  • FullCircle Wealth's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.09M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

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