KP
IBDP

Keel Point’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Keel Point’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
-15,667
Closed -$395K – 476
2024
Q3 		$395K Buy
15,667
+24
+0.2% +$603 0.03% 281
2024
Q2 		$393K Buy
15,643
+111
+0.7% +$2.78K 0.04% 278
2024
Q1 		$389K Buy
15,532
+289
+2% +$7.22K 0.04% 244
2023
Q4 		$380K Buy
15,243
+66
+0.4% +$1.64K 0.05% 228
2023
Q3 		$375K Buy
15,177
+47
+0.3% +$1.16K 0.05% 200
2023
Q2 		$373K Buy
15,130
+5,209
+53% +$128K 0.05% 215
2023
Q1 		$244K Buy
+9,921
New +$243K 0.04% 258

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

Keel Point's IBDP Position: Q4 2024 in Review

Keel Point sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 15,667 shares — an estimated $395K sold.

Keel Point first reported a position in IBDP in Q1 2023 and held it in 7 quarters. The position peaked at $395K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Keel Point reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Keel Point sold 15,667 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $395K.
  • Keel Point first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2023 and held it in 7 quarters.
  • Keel Point's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $395K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Keel Point's 13F filing for Q4 2024, filed 14 Feb 2025.