HFRG
IBDP

Houlihan Financial Resource Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Houlihan Financial Resource Group’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
-275,112
Closed -$6.94M – 108
2024
Q3 		$6.94M Sell
275,112
-10,496
-4% -$264K 2.87% 9
2024
Q2 		$7.18M Sell
285,608
-447
-0.2% -$11.2K 4.9% 4
2024
Q1 		$7.17M Buy
286,055
+29,612
+12% +$740K 3.21% 7
2023
Q4 		$6.39M Buy
256,443
+4,999
+2% +$124K 3.1% 6
2023
Q3 		$6.22M Sell
251,444
-6,045,754
-96% -$149M 3.33% 6
2023
Q2 		$155M Buy
6,297,198
+6,054,672
+2,497% +$149M 4.81% 5
2023
Q1 		$5.96M Buy
242,526
+29,484
+14% +$723K 3.25% 7
2022
Q4 		$5.22M Buy
213,042
+33,940
+19% +$827K 3.01% 9
2022
Q3 		$4.37M Buy
+179,102
New +$4.42M 2.66% 10
2020
Q3 		$2.21M Buy
+83,587
New +$2.21M 1.27% 28
2020
Q1 		$1.55M Sell
62,578
-246
-0.4% -$6.26K 1.35% 22
2019
Q4 		$1.61M Buy
+62,824
New +$1.61M 1.04% 30

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

Houlihan Financial Resource Group's IBDP Position: Q4 2024 in Review

Houlihan Financial Resource Group sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 275,112 shares — an estimated $6.94M sold.

Houlihan Financial Resource Group first reported a position in IBDP in Q4 2019 and held it in 12 quarters. The position peaked at $155M in Q2 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Houlihan Financial Resource Group reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 275,112 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $6.94M.
  • Houlihan Financial Resource Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2019 and held it in 12 quarters.
  • Houlihan Financial Resource Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $155M in Q2 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Houlihan Financial Resource Group's 13F filing for Q4 2024, filed 11 Feb 2025.