GM
IBDP

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

GeoWealth 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
-81,599
Closed -$2.06M – 1904
2024
Q3 		$2.06M Buy
81,599
+6,804
+9% +$171K 0.07% 182
2024
Q2 		$1.88M Buy
74,795
+8,342
+13% +$209K 0.08% 166
2024
Q1 		$1.66M Buy
66,453
+30,452
+85% +$761K 0.06% 203
2023
Q4 		$897K Buy
+36,001
New +$892K 0.07% 227

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

GeoWealth Management's IBDP Position: Q4 2024 in Review

GeoWealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 81,599 shares — an estimated $2.06M sold.

GeoWealth Management first reported a position in IBDP in Q4 2023 and held it in 4 quarters. The position peaked at $2.06M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • GeoWealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 81,599 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $2.06M.
  • GeoWealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 4 quarters.
  • GeoWealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $2.06M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

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