KTM
IBDP

Keeler Thomas Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Keeler Thomas Management’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
-637,654
Closed -$16.1M – 69
2024
Q3 		$16.1M Sell
637,654
-9,410
-1% -$236K 5.08% 3
2024
Q2 		$16.3M Buy
647,064
+276
+0% +$6.92K 5.54% 3
2024
Q1 		$16.2M Buy
646,788
+44,163
+7% +$1.1M 5.56% 3
2023
Q4 		$15M Buy
+602,625
New +$14.9M 5.92% 3
2023
Q3 		– Sell
-565,109
Closed -$13.9M – 1
2023
Q2 		$14.3M Buy
+565,109
New +$13.9M 5.79% 1
2023
Q1 		– Hold
0
– – – 1
2022
Q4 		– Hold
0
– – – 15

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Keeler Thomas Management's IBDP Position: Q4 2024 in Review

Keeler Thomas Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 637,654 shares — an estimated $16.1M sold.

Keeler Thomas Management first reported a position in IBDP in Q2 2023 and held it in 5 quarters. The position peaked at $16.3M in Q2 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Keeler Thomas Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Keeler Thomas Management sold 637,654 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $16.1M.
  • Keeler Thomas Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2023 and held it in 5 quarters.
  • Keeler Thomas Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $16.3M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Keeler Thomas Management's 13F filing for Q4 2024, filed 4 Feb 2025.