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 $1.17B 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