MWM
IBDP

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

Modern 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
-26,180
Closed -$660K – 606
2024
Q3 		$660K Buy
+26,180
New +$658K 0.04% 211

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

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

Modern Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 26,180 shares — an estimated $660K sold.

Modern Wealth Management first reported a position in IBDP in Q3 2024 and held it in 1 quarter. The position peaked at $660K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Modern Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Modern Wealth Management sold 26,180 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $660K.
  • Modern Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2024 and held it in 1 quarter.
  • Modern Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $660K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Modern Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.