NSIM
IBDP

North Star Investment Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

North Star Investment 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
-287
Closed -$7.24K – 1271
2024
Q3 		$7.24K Buy
+287
New +$7.21K ﹤0.01% 913

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

North Star Investment Management's IBDP Position: Q4 2024 in Review

North Star Investment Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 287 shares — an estimated $7.24K sold.

North Star Investment Management first reported a position in IBDP in Q3 2024 and held it in 1 quarter. The position peaked at $7.24K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • North Star Investment Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • North Star Investment Management sold 287 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $7.24K.
  • North Star Investment Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2024 and held it in 1 quarter.
  • North Star Investment Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $7.24K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on North Star Investment Management's 13F filing for Q4 2024, filed 10 Feb 2025.