HBT
IBDP

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 $1.17B 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

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.