MCM
IBDP

Marathon Capital Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Marathon Capital Management’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
-13,795
Closed -$348K – 163
2024
Q3 		$348K Sell
13,795
-1,504
-10% -$37.8K 0.08% 108
2024
Q2 		$384K Buy
15,299
+400
+3% +$10K 0.1% 101
2024
Q1 		$373K Hold
14,899
– – 0.09% 105
2023
Q4 		$371K Hold
14,899
– – 0.09% 109
2023
Q3 		$368K Buy
+14,899
New +$367K 0.09% 105
2023
Q2 		– Hold
0
– – – 109

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

Marathon Capital Management's IBDP Position: Q4 2024 in Review

Marathon Capital Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 13,795 shares — an estimated $348K sold.

Marathon Capital Management first reported a position in IBDP in Q3 2023 and held it in 5 quarters. The position peaked at $384K in Q2 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Marathon Capital Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Marathon Capital Management sold 13,795 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $348K.
  • Marathon Capital Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2023 and held it in 5 quarters.
  • Marathon Capital Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $384K in Q2 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Marathon Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.