HS
IBDP

Horan Securities’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Horan Securities’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
-36,696
Closed -$925K – 141
2024
Q3 		$925K Sell
36,696
-3,960
-10% -$99.5K 0.36% 29
2024
Q2 		$1.02M Buy
40,656
+2,305
+6% +$57.8K 0.44% 17
2024
Q1 		$961K Buy
38,351
+1,592
+4% +$39.8K 0.45% 17
2023
Q4 		$916K Buy
36,759
+623
+2% +$15.4K 0.46% 15
2023
Q3 		$894K Buy
36,136
+5,447
+18% +$134K 0.48% 16
2023
Q2 		$756K Buy
30,689
+998
+3% +$24.5K 0.32% 28
2023
Q1 		$730K Buy
29,691
+24,290
+450% +$596K 0.37% 18
2022
Q4 		$132K Buy
+5,401
New +$132K 0.07% 130

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

Horan Securities's IBDP Position: Q4 2024 in Review

Horan Securities sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 36,696 shares — an estimated $925K sold.

Horan Securities first reported a position in IBDP in Q4 2022 and held it in 8 quarters. The position peaked at $1.02M in Q2 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Horan Securities reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Horan Securities sold 36,696 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $925K.
  • Horan Securities first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2022 and held it in 8 quarters.
  • Horan Securities's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.02M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Horan Securities's 13F filing for Q4 2024, filed 7 Feb 2025.