Heartland Bank & Trust’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Heartland Bank & Trust’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	-20,276	Closed	-$511K	–	161
2024 Q3	$511K	Buy	20,276 +61	+0.3%	+$1.53K	0.28%	85
2024 Q2	$508K	Sell	20,215 -473	-2%	-$11.9K	0.29%	82
2024 Q1	$518K	Buy	+20,688	New	+$517K	0.3%	84

Other funds holding IBDP

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Heartland Bank & Trust's IBDP Position: Q4 2024 in Review

Heartland Bank & Trust sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 20,276 shares — an estimated $511K sold.

Heartland Bank & Trust first reported a position in IBDP in Q1 2024 and held it in 3 quarters. The position peaked at $518K in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

Heartland Bank & Trust reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
Heartland Bank & Trust sold 20,276 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $511K.
Heartland Bank & Trust first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2024 and held it in 3 quarters.
Heartland Bank & Trust's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $518K in Q1 2024.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Heartland Bank & Trust's 13F filing for Q4 2024, filed 22 Jan 2025.