KHC
IBDP

Koesten Hirschmann & Crabtree’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Koesten Hirschmann & Crabtree’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
-5,580
Closed -$141K – 212
2024
Q3 		$141K Buy
5,580
+520
+10% +$13.1K 0.08% 38
2024
Q2 		$127K Hold
5,060
– – 0.08% 43
2024
Q1 		$127K Buy
5,060
+310
+7% +$7.74K 0.08% 43
2023
Q4 		$118K Buy
+4,750
New +$118K 0.08% 43

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

Koesten Hirschmann & Crabtree's IBDP Position: Q4 2024 in Review

Koesten Hirschmann & Crabtree sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 5,580 shares — an estimated $141K sold.

Koesten Hirschmann & Crabtree first reported a position in IBDP in Q4 2023 and held it in 4 quarters. The position peaked at $141K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Koesten Hirschmann & Crabtree reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 5,580 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $141K.
  • Koesten Hirschmann & Crabtree first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 4 quarters.
  • Koesten Hirschmann & Crabtree's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $141K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2024, filed 14 Feb 2025.