MA
IBDP

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

MONECO 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
-118,589
Closed -$2.99M – 493
2024
Q3 		$2.99M Sell
118,589
-4,319
-4% -$109K 0.37% 73
2024
Q2 		$3.09M Buy
122,908
+301
+0.2% +$7.54K 0.45% 57
2024
Q1 		$3.07M Buy
122,607
+9,297
+8% +$232K 0.49% 49
2023
Q4 		$2.82M Buy
113,310
+23,270
+26% +$577K 0.54% 40
2023
Q3 		$2.23M Buy
90,040
+731
+0.8% +$18K 0.6% 32
2023
Q2 		$2.2M Buy
89,309
+6,108
+7% +$150K 0.6% 33
2023
Q1 		$2.05M Buy
+83,201
New +$2.04M 0.6% 35
2021
Q4 		– Sell
-8,203
Closed -$216K – 274
2021
Q3 		$216K Hold
8,203
– – 0.09% 235
2021
Q2 		$216K Hold
8,203
– – 0.1% 203
2021
Q1 		$216K Hold
8,203
– – 0.11% 201
2020
Q4 		$218K Hold
8,203
– – 0.12% 165
2020
Q3 		$217K Buy
+8,203
New +$217K 0.14% 139

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

MONECO Advisors's IBDP Position: Q4 2024 in Review

MONECO Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 118,589 shares — an estimated $2.99M sold.

MONECO Advisors first reported a position in IBDP in Q3 2020 and held it in 12 quarters. The position peaked at $3.09M in Q2 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • MONECO Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • MONECO Advisors sold 118,589 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $2.99M.
  • MONECO Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2020 and held it in 12 quarters.
  • MONECO Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $3.09M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on MONECO Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.