Johnson Bixby & Associates’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Johnson Bixby & Associates’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	-10,568	Closed	-$266K	–	123
2024 Q3	$266K	Buy	10,568 +118	+1%	+$2.96K	0.04%	99
2024 Q2	$263K	Buy	10,450 +105	+1%	+$2.63K	0.04%	94
2024 Q1	$259K	Sell	10,345 -13,028	-56%	-$325K	0.05%	95
2023 Q4	$582K	Buy	23,373 +11,053	+90%	+$274K	0.11%	56
2023 Q3	$305K	Buy	+12,320	New	+$304K	0.06%	77

Other funds holding IBDP

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Johnson Bixby & Associates's IBDP Position: Q4 2024 in Review

Johnson Bixby & Associates sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 10,568 shares — an estimated $266K sold.

Johnson Bixby & Associates first reported a position in IBDP in Q3 2023 and held it in 5 quarters. The position peaked at $582K in Q4 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

Johnson Bixby & Associates reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
Johnson Bixby & Associates sold 10,568 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $266K.
Johnson Bixby & Associates first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2023 and held it in 5 quarters.
Johnson Bixby & Associates's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $582K in Q4 2023.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Johnson Bixby & Associates's 13F filing for Q4 2024, filed 21 Jan 2025.