HGERS
IBDP

Householder Group Estate & Retirement Specialist’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Householder Group Estate & Retirement Specialist’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
-451
Closed -$11K – 1288
2024
Q3 		$11K Buy
451
+6
+1% +$151 ﹤0.01% 801
2024
Q2 		$11K Sell
445
-656
-60% -$16.4K ﹤0.01% 805
2024
Q1 		$27.6K Sell
1,101
-867
-44% -$21.7K 0.01% 592
2023
Q4 		$49K Sell
1,968
-938
-32% -$23.3K 0.02% 465
2023
Q3 		$71.9K Buy
+2,906
New +$71.6K 0.03% 382
2023
Q1 		$71K Buy
+2,886
New +$70.8K 0.03% 370
2022
Q4 		– Sell
-5,190
Closed -$126K – 1209
2022
Q3 		$126K Buy
+5,190
New +$128K 0.05% 230

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

Householder Group Estate & Retirement Specialist's IBDP Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 451 shares — an estimated $11K sold.

Householder Group Estate & Retirement Specialist first reported a position in IBDP in Q3 2022 and held it in 7 quarters. The position peaked at $126K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 451 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $11K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $126K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.