LMKC
IBDP

L.M. Kohn & Company’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

L.M. Kohn & Company’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
-13,132
Closed -$331K – 299
2024
Q3 		$331K Buy
13,132
+3,046
+30% +$76.5K 0.08% 195
2024
Q2 		$253K Sell
10,086
-2,900
-22% -$72.7K 0.07% 219
2024
Q1 		$325K Buy
12,986
+2,186
+20% +$54.6K 0.09% 194
2023
Q4 		$269K Buy
10,800
+1,300
+14% +$32.2K 0.09% 191
2023
Q3 		$235K Buy
+9,500
New +$234K 0.09% 200

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

L.M. Kohn & Company's IBDP Position: Q4 2024 in Review

L.M. Kohn & Company sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 13,132 shares — an estimated $331K sold.

L.M. Kohn & Company first reported a position in IBDP in Q3 2023 and held it in 5 quarters. The position peaked at $331K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • L.M. Kohn & Company reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • L.M. Kohn & Company sold 13,132 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $331K.
  • L.M. Kohn & Company first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2023 and held it in 5 quarters.
  • L.M. Kohn & Company's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $331K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on L.M. Kohn & Company's 13F filing for Q4 2024, filed 30 Jan 2025.