MFWM
IBDP

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

Motley Fool 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
-697,542
Closed -$17.6M – 136
2024
Q3 		$17.6M Sell
697,542
-365,159
-34% -$9.18M 0.88% 35
2024
Q2 		$26.7M Buy
1,062,701
+19,935
+2% +$499K 1.36% 16
2024
Q1 		$26.1M Buy
1,042,766
+25,289
+2% +$632K 1.35% 19
2023
Q4 		$25.3M Buy
1,017,477
+36,962
+4% +$916K 1.33% 20
2023
Q3 		$24.2M Buy
980,515
+35,021
+4% +$863K 1.4% 20
2023
Q2 		$23.3M Buy
945,494
+26,805
+3% +$659K 1.37% 20
2023
Q1 		$22.6M Sell
918,689
-12,464
-1% -$306K 1.41% 21
2022
Q4 		$22.7M Buy
+931,153
New +$22.7M 1.58% 18
2020
Q2 		– Sell
-802,412
Closed -$19.8M – 131
2020
Q1 		$19.8M Sell
802,412
-158,101
-16% -$4.02M 1.43% 21
2019
Q4 		$24.7M Sell
960,513
-8,975
-0.9% -$230K 1.48% 15
2019
Q3 		$24.9M Sell
969,488
-22,008
-2% -$562K 1.64% 14
2019
Q2 		$25.3M Sell
991,496
-36,102
-4% -$902K 1.58% 20
2019
Q1 		$25.6M Sell
1,027,598
-51,376
-5% -$1.25M 1.65% 18
2018
Q4 		$25.8M Buy
1,078,974
+1,725
+0.2% +$41.1K 1.96% 15
2018
Q3 		$26M Buy
1,077,249
+48,222
+5% +$1.16M 1.66% 16
2018
Q2 		$24.8M Buy
1,029,027
+307,234
+43% +$7.4M 1.75% 18
2018
Q1 		$17.6M Buy
721,793
+441,038
+157% +$10.8M 1.3% 22
2017
Q4 		$7.03M Buy
280,755
+19,774
+8% +$496K 0.54% 56
2017
Q3 		$6.57M Buy
260,981
+11,518
+5% +$290K 0.56% 54
2017
Q2 		$6.25M Buy
249,463
+8,091
+3% +$202K 0.57% 53
2017
Q1 		$5.97M Buy
+241,372
New +$5.94M 0.58% 53

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
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

Motley Fool Wealth Management's IBDP Position: Q4 2024 in Review

Motley Fool Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 697,542 shares — an estimated $17.6M sold.

Motley Fool Wealth Management first reported a position in IBDP in Q1 2017 and held it in 21 quarters. The position peaked at $26.7M in Q2 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Motley Fool Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Motley Fool Wealth Management sold 697,542 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $17.6M.
  • Motley Fool Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2017 and held it in 21 quarters.
  • Motley Fool Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $26.7M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Motley Fool Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.