MKT Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

MKT Advisors’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	-11,622	Closed	-$292K	–	161
2024 Q3	$292K	Sell	11,622 -1,761	-13%	-$44.3K	0.14%	115
2024 Q2	$336K	Sell	13,383 -1,126	-8%	-$28.2K	0.17%	98
2024 Q1	$363K	Sell	14,509 -272	-2%	-$6.79K	0.2%	91
2023 Q4	$368K	Buy	14,781 +4,923	+50%	+$122K	0.24%	87
2023 Q3	$243K	Buy	+9,858	New	+$243K	0.18%	110

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

MKT Advisors's IBDP Position: Q4 2024 in Review

MKT Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 11,622 shares — an estimated $292K sold.

MKT Advisors first reported a position in IBDP in Q3 2023 and held it in 5 quarters. The position peaked at $368K in Q4 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

MKT Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
MKT Advisors sold 11,622 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $292K.
MKT Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2023 and held it in 5 quarters.
MKT Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $368K in Q4 2023.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on MKT Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.