KPP
IBDP

Kings Path Partners’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Kings Path Partners’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
-20,015
Closed -$505K – 314
2024
Q3 		$505K Hold
20,015
– – 0.21% 97
2024
Q2 		$503K Buy
+20,015
New +$502K 0.24% 97

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

Kings Path Partners's IBDP Position: Q4 2024 in Review

Kings Path Partners sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 20,015 shares — an estimated $505K sold.

Kings Path Partners first reported a position in IBDP in Q2 2024 and held it in 2 quarters. The position peaked at $505K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Kings Path Partners reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Kings Path Partners sold 20,015 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $505K.
  • Kings Path Partners first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2024 and held it in 2 quarters.
  • Kings Path Partners's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $505K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Kings Path Partners's 13F filing for Q4 2024, filed 6 Jan 2025.