MAS
IBDP

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

Madden 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
-290,936
Closed -$7.33M – 104
2024
Q3 		$7.33M Buy
290,936
+23,699
+9% +$596K 3.36% 6
2024
Q2 		$6.72M Buy
267,237
+9,275
+4% +$232K 3.41% 6
2024
Q1 		$6.46M Buy
257,962
+14,657
+6% +$366K 3.41% 6
2023
Q4 		$6.06M Buy
243,305
+68,331
+39% +$1.69M 3.42% 6
2023
Q3 		$4.33M Buy
174,974
+99,433
+132% +$2.45M 2.74% 10
2023
Q2 		$1.86M Buy
75,541
+10,858
+17% +$267K 1.2% 24
2023
Q1 		$1.59M Buy
64,683
+390
+0.6% +$9.57K 1.12% 25
2022
Q4 		$1.57M Buy
64,293
+10,227
+19% +$249K 1.17% 25
2022
Q3 		$1.32M Buy
54,066
+1,415
+3% +$34.9K 1.05% 25
2022
Q2 		$1.3M Sell
52,651
-12,123
-19% -$301K 0.99% 27
2022
Q1 		$1.63M Buy
64,774
+1,560
+2% +$39.7K 1.1% 23
2021
Q4 		$1.64M Buy
63,214
+12,421
+24% +$323K 1.08% 23
2021
Q3 		$1.33M Buy
+50,793
New +$1.34M 0.95% 25

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

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

Madden Advisory Services sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 290,936 shares — an estimated $7.33M sold.

Madden Advisory Services first reported a position in IBDP in Q3 2021 and held it in 13 quarters. The position peaked at $7.33M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Madden Advisory Services reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Madden Advisory Services sold 290,936 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $7.33M.
  • Madden Advisory Services first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2021 and held it in 13 quarters.
  • Madden Advisory Services's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $7.33M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Madden Advisory Services's 13F filing for Q4 2024, filed 13 Feb 2025.