HIA
IBDP

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

Harbor Investment 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
-53,008
Closed -$1.34M – 1187
2024
Q3 		$1.34M Hold
53,008
– – 0.13% 127
2024
Q2 		$1.33M Buy
53,008
+3,122
+6% +$78.2K 0.14% 116
2024
Q1 		$1.25M Sell
49,886
-1,602
-3% -$40K 0.13% 126
2023
Q4 		$1.28M Buy
51,488
+3,146
+7% +$78K 0.15% 115
2023
Q3 		$1.2M Buy
48,342
+1,021
+2% +$25.2K 0.16% 115
2023
Q2 		$1.17M Buy
47,321
+471
+1% +$11.6K 0.16% 120
2023
Q1 		$1.15M Sell
46,850
-184
-0.4% -$4.51K 0.17% 117
2022
Q4 		$1.15M Buy
47,034
+33,673
+252% +$820K 0.18% 111
2022
Q3 		$325K Buy
13,361
+7,861
+143% +$194K 0.05% 255
2022
Q2 		$136K Buy
+5,500
New +$137K 0.02% 422

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

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

Harbor Investment Advisory sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 53,008 shares — an estimated $1.34M sold.

Harbor Investment Advisory first reported a position in IBDP in Q2 2022 and held it in 10 quarters. The position peaked at $1.34M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Harbor Investment Advisory reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 53,008 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $1.34M.
  • Harbor Investment Advisory first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2022 and held it in 10 quarters.
  • Harbor Investment Advisory's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.34M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Harbor Investment Advisory's 13F filing for Q4 2024, filed 16 Jan 2025.