GAM
IBDP

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

Gould Asset 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
-45,414
Closed -$1.14M – 172
2024
Q3 		$1.14M Buy
45,414
+22
+0% +$553 0.25% 52
2024
Q2 		$1.14M Buy
45,392
+13,327
+42% +$334K 0.26% 50
2024
Q1 		$803K Buy
32,065
+8,060
+34% +$201K 0.19% 65
2023
Q4 		$598K Buy
24,005
+10,400
+76% +$258K 0.15% 74
2023
Q3 		$336K Sell
13,605
-770
-5% -$19K 0.1% 103
2023
Q2 		$354K Buy
14,375
+620
+5% +$15.2K 0.1% 105
2023
Q1 		$338K Sell
13,755
-5,395
-28% -$132K 0.1% 103
2022
Q4 		$468K Buy
+19,150
New +$467K 0.14% 88

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

Gould Asset Management's IBDP Position: Q4 2024 in Review

Gould Asset Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 45,414 shares — an estimated $1.14M sold.

Gould Asset Management first reported a position in IBDP in Q4 2022 and held it in 8 quarters. The position peaked at $1.14M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Gould Asset Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Gould Asset Management sold 45,414 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $1.14M.
  • Gould Asset Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2022 and held it in 8 quarters.
  • Gould Asset Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.14M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Gould Asset Management's 13F filing for Q4 2024, filed 7 Feb 2025.