HI
IBDP

Harbour Investments’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Harbour Investments’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
-11,393
Closed -$287K – 3607
2024
Q3 		$287K Sell
11,393
-113,633
-91% -$2.86M 0.01% 866
2024
Q2 		$3.14M Sell
125,026
-352
-0.3% -$8.82K 0.11% 181
2024
Q1 		$3.14M Buy
125,378
+2,303
+2% +$57.5K 0.11% 171
2023
Q4 		$3.07M Buy
123,075
+118,389
+2,526% +$2.93M 0.13% 153
2023
Q3 		$116K Buy
4,686
+28
+0.6% +$690 0.01% 992
2023
Q2 		$115K Buy
4,658
+1,107
+31% +$27.2K 0.01% 997
2023
Q1 		$87.3K Buy
3,551
+17
+0.5% +$417 ﹤0.01% 1105
2022
Q4 		$86.3K Buy
3,534
+45
+1% +$1.1K 0.01% 1077
2022
Q3 		$86K Hold
3,489
– – 0.01% 1047
2022
Q2 		$86K Buy
+3,489
New +$86.8K 0.01% 1047
2021
Q4 		$29K Sell
1,121
-2,883
-72% -$75.1K ﹤0.01% 1510
2021
Q3 		$105K Buy
4,004
+2,892
+260% +$76.1K ﹤0.01% 1350
2021
Q2 		$29K Buy
1,112
+25
+2% +$660 ﹤0.01% 2134
2021
Q1 		$29K Buy
+1,087
New +$28.8K ﹤0.01% 2000

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

Harbour Investments's IBDP Position: Q4 2024 in Review

Harbour Investments sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 11,393 shares — an estimated $287K sold.

Harbour Investments first reported a position in IBDP in Q1 2021 and held it in 14 quarters. The position peaked at $3.14M in Q2 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Harbour Investments reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Harbour Investments sold 11,393 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $287K.
  • Harbour Investments first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2021 and held it in 14 quarters.
  • Harbour Investments's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $3.14M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

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