MAWAG
IBDP

Mid-American Wealth Advisory Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Mid-American Wealth Advisory 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
-211,121
Closed -$5.32M – 56
2024
Q3 		$5.32M Sell
211,121
-401,855
-66% -$10.1M 3.34% 7
2024
Q2 		$15.4M Sell
612,976
-25,666
-4% -$643K 9.84% 2
2024
Q1 		$16M Buy
638,642
+66,549
+12% +$1.66M 10.79% 2
2023
Q4 		$14.3M Sell
572,093
-81,175
-12% -$2.01M 10.58% 3
2023
Q3 		$16.2M Buy
+653,268
New +$16.1M 13.05% 2

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

Mid-American Wealth Advisory Group's IBDP Position: Q4 2024 in Review

Mid-American Wealth Advisory Group sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 211,121 shares — an estimated $5.32M sold.

Mid-American Wealth Advisory Group first reported a position in IBDP in Q3 2023 and held it in 5 quarters. The position peaked at $16.2M in Q3 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Mid-American Wealth Advisory Group reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 211,121 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $5.32M.
  • Mid-American Wealth Advisory Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2023 and held it in 5 quarters.
  • Mid-American Wealth Advisory Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $16.2M in Q3 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Mid-American Wealth Advisory Group's 13F filing for Q4 2024, filed 13 Jan 2025.