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

Merit Financial 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	-303,965	Closed	-$7.66M	–	1194
2024 Q3	$7.66M	Sell	303,965 -28,964	-9%	-$728K	0.17%	107
2024 Q2	$8.37M	Buy	332,929 +14,652	+5%	+$367K	0.18%	90
2024 Q1	$7.96M	Sell	318,277 -6,084	-2%	-$152K	0.19%	90
2023 Q4	$8.08M	Buy	324,361 +5,883	+2%	+$146K	0.25%	58
2023 Q3	$7.88M	Sell	318,478 -18,038	-5%	-$445K	0.26%	64
2023 Q2	$8.29M	Buy	+336,516	New	+$8.28M	0.27%	59

Other funds holding IBDP

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

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

Merit Financial Group's IBDP Position: Q4 2024 in Review

Merit Financial Group sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 303,965 shares — an estimated $7.66M sold.

Merit Financial Group first reported a position in IBDP in Q2 2023 and held it in 6 quarters. The position peaked at $8.37M in Q2 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

Merit Financial Group reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
Merit Financial Group sold 303,965 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $7.66M.
Merit Financial Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2023 and held it in 6 quarters.
Merit Financial Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $8.37M in Q2 2024.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Merit Financial Group's 13F filing for Q4 2024, filed 15 Jan 2025.