Newbridge Financial Services Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Newbridge Financial Services Group’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	-2,290	Closed	-$57.7K	–	1197
2024 Q3	$57.7K	Buy	2,290 +26	+1%	+$653	0.02%	239
2024 Q2	$56.9K	Buy	2,264 +23	+1%	+$576	0.02%	353
2024 Q1	$56.1K	Buy	2,241 +13	+0.6%	+$325	0.02%	375
2023 Q4	$55.5K	Buy	+2,228	New	+$55.2K	0.03%	368

Other funds holding IBDP

JAG

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

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

Newbridge Financial Services Group's IBDP Position: Q4 2024 in Review

Newbridge Financial Services Group sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 2,290 shares — an estimated $57.7K sold.

Newbridge Financial Services Group first reported a position in IBDP in Q4 2023 and held it in 4 quarters. The position peaked at $57.7K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

Newbridge Financial Services Group reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 2,290 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $57.7K.
Newbridge Financial Services Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 4 quarters.
Newbridge Financial Services Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $57.7K in Q3 2024.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Newbridge Financial Services Group's 13F filing for Q4 2024, filed 28 Jan 2025.