HAC
IBDP

Harbor Advisory Corp’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Harbor Advisory Corp’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
-153,173
Closed -$3.86M – 93
2024
Q3 		$3.86M Hold
153,173
– – 1.26% 30
2024
Q2 		$3.85M Hold
153,173
– – 1.33% 29
2024
Q1 		$3.84M Hold
153,173
– – 1.31% 29
2023
Q4 		$3.82M Sell
153,173
-4,500
-3% -$112K 1.37% 28
2023
Q3 		$3.9M Buy
157,673
+12,429
+9% +$306K 1.41% 25
2023
Q2 		$3.58M Hold
145,244
– – 1.26% 32
2023
Q1 		$3.57M Buy
+145,244
New +$3.56M 1.36% 30

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

Harbor Advisory Corp's IBDP Position: Q4 2024 in Review

Harbor Advisory Corp sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 153,173 shares — an estimated $3.86M sold.

Harbor Advisory Corp first reported a position in IBDP in Q1 2023 and held it in 7 quarters. The position peaked at $3.9M in Q3 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Harbor Advisory Corp reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Harbor Advisory Corp sold 153,173 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $3.86M.
  • Harbor Advisory Corp first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2023 and held it in 7 quarters.
  • Harbor Advisory Corp's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $3.9M in Q3 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

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