KAS
IBDP

KPP Advisory Services’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

KPP Advisory Services’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
-14,050
Closed -$354K – 273
2024
Q3 		$354K Hold
14,050
– – 0.09% 176
2024
Q2 		$353K Sell
14,050
-1,409
-9% -$35.3K 0.09% 165
2024
Q1 		$387K Buy
+15,459
New +$386K 0.11% 155
2023
Q4 		– Sell
-12,050
Closed -$298K – 228
2023
Q3 		$298K Buy
+12,050
New +$297K 0.1% 154

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