GIA
IBDP

Gladstone Institutional Advisory’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Gladstone Institutional Advisory’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
-10,204
Closed -$257K – 753
2024
Q3 		$257K Buy
10,204
+7
+0.1% +$176 0.01% 598
2024
Q2 		$256K Sell
10,197
-136
-1% -$3.41K 0.01% 572
2024
Q1 		$259K Sell
10,333
-57
-0.5% -$1.42K 0.01% 559
2023
Q4 		$259K Buy
+10,390
New +$258K 0.01% 560
2023
Q3 		– Hold
0
– – – 522
2023
Q2 		– Hold
0
– – – 538
2023
Q1 		– Hold
0
– – – 554
2022
Q4 		– Hold
0
– – – 543

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

Gladstone Institutional Advisory's IBDP Position: Q4 2024 in Review

Gladstone Institutional Advisory sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 10,204 shares — an estimated $257K sold.

Gladstone Institutional Advisory first reported a position in IBDP in Q4 2023 and held it in 4 quarters. The position peaked at $259K in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Gladstone Institutional Advisory reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 10,204 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $257K.
  • Gladstone Institutional Advisory first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 4 quarters.
  • Gladstone Institutional Advisory's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $259K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2024, filed 29 Jan 2025.