JAG
IBDP

Journey Advisory Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Journey Advisory 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
2025
Q1 		– Sell
-319,178
Closed -$8.02M – 297
2024
Q4 		$8.02M Hold
319,178
– – 0.96% 31
2024
Q3 		$8.02M Hold
319,178
– – 0.96% 31
2024
Q2 		$8.02M Sell
319,178
-25,869
-7% -$648K 0.96% 31
2024
Q1 		$8.64M Sell
345,047
-78,995
-19% -$1.97M 1.07% 25
2023
Q4 		$10.6M Buy
424,042
+12,928
+3% +$320K 1.44% 18
2023
Q3 		$10.2M Buy
411,114
+52,931
+15% +$1.3M 1.52% 16
2023
Q2 		$8.82M Buy
358,183
+21,682
+6% +$533K 1.31% 19
2023
Q1 		$8.27M Buy
336,501
+323,933
+2,577% +$7.95M 1.3% 20
2022
Q4 		$307K Buy
12,568
+294
+2% +$7.16K 0.08% 177
2022
Q3 		$299K Hold
12,274
– – 0.08% 183
2022
Q2 		$305K Buy
+12,274
New +$305K 0.07% 198

Other funds holding IBDP

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Journey Advisory Group's IBDP Position: Q1 2025 in Review

Journey Advisory Group sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2025, closing a stake of 319,178 shares — an estimated $8.02M sold.

Journey Advisory Group first reported a position in IBDP in Q2 2022 and held it in 11 quarters. The position peaked at $10.6M in Q4 2023. 0 funds tracked by Wall St. Rank hold IBDP as of Q1 2025.

  • Journey Advisory Group reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • Journey Advisory Group sold 319,178 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2025, an estimated $8.02M.
  • Journey Advisory Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2022 and held it in 11 quarters.
  • Journey Advisory Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $10.6M in Q4 2023.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2025.

Based on Journey Advisory Group's 13F filing for Q1 2025, filed 13 May 2025.