HWM
IBDP

Horizons Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Horizons Wealth Management’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
-10,528
Closed -$265K – 178
2024
Q3 		$265K Sell
10,528
-1,438
-12% -$36.1K 0.2% 58
2024
Q2 		$301K Sell
11,966
-992
-8% -$24.9K 0.24% 52
2024
Q1 		$323K Hold
12,958
– – 0.21% 50
2023
Q4 		$323K Buy
12,958
+1,459
+13% +$36.2K 0.21% 50
2023
Q3 		$284K Buy
11,499
+61
+0.5% +$1.5K 0.21% 57
2023
Q2 		$282K Hold
11,438
– – 0.2% 54
2023
Q1 		$281K Hold
11,438
– – 0.21% 50
2022
Q4 		$279K Buy
11,438
+570
+5% +$13.9K 0.22% 46
2022
Q3 		$265K Hold
10,868
– – 0.24% 42
2022
Q2 		$270K Buy
+10,868
New +$270K 0.22% 44

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

Horizons Wealth Management's IBDP Position: Q4 2024 in Review

Horizons Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 10,528 shares — an estimated $265K sold.

Horizons Wealth Management first reported a position in IBDP in Q2 2022 and held it in 10 quarters. The position peaked at $323K in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Horizons Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Horizons Wealth Management sold 10,528 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $265K.
  • Horizons Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2022 and held it in 10 quarters.
  • Horizons Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $323K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Horizons Wealth Management's 13F filing for Q4 2024, filed 7 Jan 2025.