MA
IBDP

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

Mutual 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
-12,587
Closed -$317K – 1146
2024
Q3 		$317K Sell
12,587
-7,414
-37% -$186K 0.01% 872
2024
Q2 		$503K Sell
20,001
-29,972
-60% -$751K 0.02% 691
2024
Q1 		$1.25M Sell
49,973
-4,189
-8% -$105K 0.04% 411
2023
Q4 		$1.35M Sell
54,162
-3,305
-6% -$81.9K 0.05% 370
2023
Q3 		$1.42M Buy
57,467
+17,125
+42% +$422K 0.06% 333
2023
Q2 		$993K Buy
+40,342
New +$992K 0.04% 436

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

Mutual Advisors's IBDP Position: Q4 2024 in Review

Mutual Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 12,587 shares — an estimated $317K sold.

Mutual Advisors first reported a position in IBDP in Q2 2023 and held it in 6 quarters. The position peaked at $1.42M in Q3 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Mutual Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Mutual Advisors sold 12,587 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $317K.
  • Mutual Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2023 and held it in 6 quarters.
  • Mutual Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.42M in Q3 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Mutual Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.