MFT
IBDP

Moisand Fitzgerald Tamayo’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Moisand Fitzgerald Tamayo’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
-550
Closed -$13.9K – 641
2024
Q3 		$13.9K Buy
+550
New +$13.8K ﹤0.01% 320

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

Moisand Fitzgerald Tamayo's IBDP Position: Q4 2024 in Review

Moisand Fitzgerald Tamayo sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 550 shares — an estimated $13.9K sold.

Moisand Fitzgerald Tamayo first reported a position in IBDP in Q3 2024 and held it in 1 quarter. The position peaked at $13.9K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Moisand Fitzgerald Tamayo reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 550 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $13.9K.
  • Moisand Fitzgerald Tamayo first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2024 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $13.9K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2024, filed 4 Feb 2025.