GT
IBDP

Glenview Trust’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Glenview Trust’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
-1,640,832
Closed -$41.4M – 501
2024
Q3 		$41.4M Sell
1,640,832
-29,968
-2% -$753K 0.8% 27
2024
Q2 		$42M Sell
1,670,800
-87,581
-5% -$2.19M 0.84% 27
2024
Q1 		$44M Sell
1,758,381
-51,387
-3% -$1.28M 0.95% 24
2023
Q4 		$45.1M Buy
1,809,768
+3,266
+0.2% +$81K 1.11% 19
2023
Q3 		$44.7M Buy
1,806,502
+24,549
+1% +$605K 1.23% 19
2023
Q2 		$43.9M Buy
1,781,953
+22,957
+1% +$565K 1.2% 19
2023
Q1 		$43.3M Buy
1,758,996
+261,576
+17% +$6.42M 1.29% 18
2022
Q4 		$36.6M Buy
1,497,420
+390,188
+35% +$9.51M 1.21% 21
2022
Q3 		$27M Buy
1,107,232
+510,960
+86% +$12.6M 1.02% 24
2022
Q2 		$14.8M Buy
+596,272
New +$14.8M 0.54% 55

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

Glenview Trust's IBDP Position: Q4 2024 in Review

Glenview Trust sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 1,640,832 shares — an estimated $41.4M sold.

Glenview Trust first reported a position in IBDP in Q2 2022 and held it in 10 quarters. The position peaked at $45.1M in Q4 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Glenview Trust reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Glenview Trust sold 1,640,832 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $41.4M.
  • Glenview Trust first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2022 and held it in 10 quarters.
  • Glenview Trust's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $45.1M in Q4 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Glenview Trust's 13F filing for Q4 2024, filed 10 Feb 2025.