MWM
IBDP

MinichMacGregor Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

MinichMacGregor Wealth 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
-308,177
Closed -$7.77M – 130
2024
Q3 		$7.77M Buy
308,177
+8,668
+3% +$218K 1.67% 32
2024
Q2 		$7.53M Buy
299,509
+16,651
+6% +$417K 1.84% 31
2024
Q1 		$7.07M Buy
282,858
+17,739
+7% +$443K 1.8% 19
2023
Q4 		$6.6M Buy
+265,119
New +$6.57M 1.91% 20
2023
Q3 		– Hold
0
– – – 17
2023
Q2 		– Sell
-229,767
Closed -$5.65M – 18
2023
Q1 		$5.65M Buy
229,767
+6,874
+3% +$169K 1.87% 17
2022
Q4 		$5.44M Sell
222,893
-466
-0.2% -$11.4K 1.96% 16
2022
Q3 		$5.44M Buy
223,359
+9,191
+4% +$227K 2.17% 16
2022
Q2 		$5.3M Buy
+214,168
New +$5.33M 2.18% 17

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

MinichMacGregor Wealth Management's IBDP Position: Q4 2024 in Review

MinichMacGregor Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 308,177 shares — an estimated $7.77M sold.

MinichMacGregor Wealth Management first reported a position in IBDP in Q2 2022 and held it in 8 quarters. The position peaked at $7.77M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • MinichMacGregor Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 308,177 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $7.77M.
  • MinichMacGregor Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2022 and held it in 8 quarters.
  • MinichMacGregor Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $7.77M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.