New England Private Wealth Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

New England Private Wealth 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	-202,042	Closed	-$5.09M	–	155
2024 Q3	$5.09M	Sell	202,042 -18,289	-8%	-$460K	0.82%	33
2024 Q2	$5.54M	Sell	220,331 -2,204	-1%	-$55.2K	0.97%	32
2024 Q1	$5.56M	Buy	+222,535	New	+$5.56M	0.98%	31
2023 Q4	–	Hold	0	–	–	–	31
2023 Q3	–	Hold	0	–	–	–	55

Other funds holding IBDP

JAG

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

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

New England Private Wealth Advisors's IBDP Position: Q4 2024 in Review

New England Private Wealth Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 202,042 shares — an estimated $5.09M sold.

New England Private Wealth Advisors first reported a position in IBDP in Q1 2024 and held it in 3 quarters. The position peaked at $5.56M in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

New England Private Wealth Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
New England Private Wealth Advisors sold 202,042 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $5.09M.
New England Private Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2024 and held it in 3 quarters.
New England Private Wealth Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $5.56M in Q1 2024.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on New England Private Wealth Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.