MG
IBDP

Mather Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Mather Group’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
-1,708
Closed -$43.1K – 1799
2024
Q3 		$43.1K Hold
1,708
– – ﹤0.01% 911
2024
Q2 		$42.8K Hold
1,708
– – ﹤0.01% 1038
2024
Q1 		$42.5K Buy
+1,708
New +$42.7K ﹤0.01% 908
2020
Q4 		– Sell
-14,707
Closed -$389K – 276
2020
Q3 		$389K Sell
14,707
-7,175
-33% -$190K 0.02% 157
2020
Q2 		$577K Buy
+21,882
New +$564K 0.03% 122

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mather Group's IBDP Position: Q4 2024 in Review

Mather Group sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 1,708 shares — an estimated $43.1K sold.

Mather Group first reported a position in IBDP in Q2 2020 and held it in 5 quarters. The position peaked at $577K in Q2 2020. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Mather Group reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Mather Group sold 1,708 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $43.1K.
  • Mather Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2020 and held it in 5 quarters.
  • Mather Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $577K in Q2 2020.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Mather Group's 13F filing for Q4 2024, filed 27 Jan 2025.