JBA
IBDP

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 $1.17B 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

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.