GDP
IBDP

Great Diamond Partners’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Great Diamond Partners’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
-133,300
Closed -$3.36M – 206
2024
Q3 		$3.36M Sell
133,300
-641
-0.5% -$16.1K 0.85% 34
2024
Q2 		$3.37M Sell
133,941
-3,998
-3% -$100K 0.79% 35
2024
Q1 		$3.46M Buy
137,939
+3,879
+3% +$96.9K 0.79% 34
2023
Q4 		$3.34M Sell
134,060
-1,449
-1% -$35.9K 0.82% 30
2023
Q3 		$3.35M Buy
+135,509
New +$3.34M 0.91% 24
2023
Q2 		– Sell
-135,370
Closed -$3.33M – 25
2023
Q1 		$3.33M Buy
135,370
+4,410
+3% +$108K 0.96% 29
2022
Q4 		$3.2M Buy
+130,960
New +$3.19M 0.98% 32

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

Great Diamond Partners's IBDP Position: Q4 2024 in Review

Great Diamond Partners sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 133,300 shares — an estimated $3.36M sold.

Great Diamond Partners first reported a position in IBDP in Q4 2022 and held it in 7 quarters. The position peaked at $3.46M in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Great Diamond Partners reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Great Diamond Partners sold 133,300 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $3.36M.
  • Great Diamond Partners first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2022 and held it in 7 quarters.
  • Great Diamond Partners's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $3.46M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Great Diamond Partners's 13F filing for Q4 2024, filed 23 Jan 2025.