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 $1.31B AUM 24.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

KPP Advisory Services's IBDP Position: Q4 2024 in Review

KPP Advisory Services sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 14,050 shares — an estimated $354K sold.

KPP Advisory Services first reported a position in IBDP in Q3 2023 and held it in 4 quarters. The position peaked at $387K in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

KPP Advisory Services reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
KPP Advisory Services sold 14,050 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $354K.
KPP Advisory Services first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2023 and held it in 4 quarters.
KPP Advisory Services's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $387K in Q1 2024.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on KPP Advisory Services's 13F filing for Q4 2024, filed 24 Jan 2025.