HCA
IBDP

Heck Capital Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Heck Capital Advisors’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
-76,473
Closed -$1.93M – 823
2024
Q3 		$1.93M Sell
76,473
-33,309
-30% -$837K 0.22% 64
2024
Q2 		$2.76M Sell
109,782
-2,529
-2% -$63.4K 0.34% 58
2024
Q1 		$2.81M Sell
112,311
-2,755
-2% -$68.8K 0.43% 50
2023
Q4 		$2.87M Sell
115,066
-11,220
-9% -$278K 0.47% 48
2023
Q3 		$3.12M Sell
126,286
-9,856
-7% -$243K 0.58% 47
2023
Q2 		$3.35M Sell
136,142
-5,993
-4% -$147K 0.58% 44
2023
Q1 		$3.5M Sell
142,135
-1,744
-1% -$42.8K 0.67% 38
2022
Q4 		$3.51M Sell
143,879
-11,646
-7% -$284K 0.68% 39
2022
Q3 		$3.79M Sell
155,525
-8,308
-5% -$205K 0.78% 37
2022
Q2 		$4.05M Buy
+163,833
New +$4.07M 0.82% 37

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Heck Capital Advisors's IBDP Position: Q4 2024 in Review

Heck Capital Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 76,473 shares — an estimated $1.93M sold.

Heck Capital Advisors first reported a position in IBDP in Q2 2022 and held it in 10 quarters. The position peaked at $4.05M in Q2 2022. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Heck Capital Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Heck Capital Advisors sold 76,473 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $1.93M.
  • Heck Capital Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2022 and held it in 10 quarters.
  • Heck Capital Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $4.05M in Q2 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Heck Capital Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.