LB
IBDP

Legacy Bridge’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Legacy Bridge’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
-200
Closed -$5.04K – 304
2024
Q3 		$5.04K Hold
200
– – ﹤0.01% 273
2024
Q2 		$5.03K Hold
200
– – ﹤0.01% 268
2024
Q1 		$5.01K Buy
+200
New +$5K ﹤0.01% 295

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

Legacy Bridge's IBDP Position: Q4 2024 in Review

Legacy Bridge sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 200 shares — an estimated $5.04K sold.

Legacy Bridge first reported a position in IBDP in Q1 2024 and held it in 3 quarters. The position peaked at $5.04K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Legacy Bridge reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy Bridge sold 200 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $5.04K.
  • Legacy Bridge first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2024 and held it in 3 quarters.
  • Legacy Bridge's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $5.04K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Legacy Bridge's 13F filing for Q4 2024, filed 22 Jan 2025.