KNW
IBDP

Kesler Norman & Wride’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Kesler Norman & Wride’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
-198,582
Closed -$5.01M – 250
2024
Q3 		$5.01M Sell
198,582
-4,806
-2% -$121K 0.98% 38
2024
Q2 		$5.11M Buy
203,388
+7,305
+4% +$183K 1.08% 35
2024
Q1 		$4.91M Buy
196,083
+14,485
+8% +$362K 1.04% 39
2023
Q4 		$4.52M Sell
181,598
-260
-0.1% -$6.45K 1.04% 38
2023
Q3 		$4.5M Buy
181,858
+35,407
+24% +$873K 1.13% 32
2023
Q2 		$3.61M Sell
146,451
-1,627
-1% -$40K 0.87% 38
2023
Q1 		$3.64M Sell
148,078
-57,868
-28% -$1.42M 0.92% 38
2022
Q4 		$5.03M Buy
205,946
+100,114
+95% +$2.44M 1.3% 26
2022
Q3 		$2.58M Sell
105,832
-687
-0.6% -$17K 0.72% 60
2022
Q2 		$2.64M Sell
106,519
-27,213
-20% -$677K 0.73% 62
2022
Q1 		$3.36M Sell
133,732
-104,185
-44% -$2.65M 0.75% 61
2021
Q4 		$6.17M Buy
237,917
+5,931
+3% +$154K 1.31% 25
2021
Q3 		$6.1M Buy
231,986
+2,054
+0.9% +$54.1K 1.44% 23
2021
Q2 		$6.07M Buy
229,932
+5,517
+2% +$146K 1.4% 23
2021
Q1 		$5.92M Buy
224,415
+8,699
+4% +$230K 1.47% 23
2020
Q4 		$5.73M Buy
+215,716
New +$5.71M 1.6% 22

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

Kesler Norman & Wride's IBDP Position: Q4 2024 in Review

Kesler Norman & Wride sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 198,582 shares — an estimated $5.01M sold.

Kesler Norman & Wride first reported a position in IBDP in Q4 2020 and held it in 16 quarters. The position peaked at $6.17M in Q4 2021. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Kesler Norman & Wride reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Kesler Norman & Wride sold 198,582 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $5.01M.
  • Kesler Norman & Wride first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2020 and held it in 16 quarters.
  • Kesler Norman & Wride's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $6.17M in Q4 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Kesler Norman & Wride's 13F filing for Q4 2024, filed 12 Feb 2025.