Koshinski Asset Management
IBDP

Koshinski Asset Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Koshinski Asset 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
-12,849
Closed -$324K – 671
2024
Q3 		$324K Hold
12,849
– – 0.03% 475
2024
Q2 		$322K Sell
12,849
-24
-0.2% -$601 0.03% 447
2024
Q1 		$322K Buy
12,873
+873
+7% +$21.8K 0.03% 414
2023
Q4 		$299K Buy
+12,000
New +$297K 0.05% 396
2022
Q2 		– Sell
-823
Closed -$20.7K – 2038
2022
Q1 		$20.7K Sell
823
-12
-1% -$306 ﹤0.01% 1402
2021
Q4 		$21.7K Buy
835
+25
+3% +$651 ﹤0.01% 1421
2021
Q3 		$21.3K Buy
+810
New +$21.3K ﹤0.01% 1447

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

Koshinski Asset Management's IBDP Position: Q4 2024 in Review

Koshinski Asset Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 12,849 shares — an estimated $324K sold.

Koshinski Asset Management first reported a position in IBDP in Q3 2021 and held it in 7 quarters. The position peaked at $324K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Koshinski Asset Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Koshinski Asset Management sold 12,849 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $324K.
  • Koshinski Asset Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2021 and held it in 7 quarters.
  • Koshinski Asset Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $324K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Koshinski Asset Management's 13F filing for Q4 2024, filed 16 Jan 2025.