OHWP
IBDP

Oak Harbor Wealth Partners’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Oak Harbor Wealth Partners’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
-6,688
Closed -$169K – 232
2024
Q3 		$169K Sell
6,688
-511
-7% -$12.8K 0.05% 169
2024
Q2 		$181K Sell
7,199
-1,850
-20% -$46.4K 0.06% 164
2024
Q1 		$227K Buy
9,049
+7
+0.1% +$175 0.07% 161
2023
Q4 		$225K Buy
9,042
+374
+4% +$9.27K 0.08% 155
2023
Q3 		$214K Sell
8,668
-2,362
-21% -$58.2K 0.08% 157
2023
Q2 		$272K Buy
11,030
+8
+0.1% +$197 0.09% 143
2023
Q1 		$271K Buy
11,022
+1,892
+21% +$46.4K 0.1% 139
2022
Q4 		$223K Buy
9,130
+90
+1% +$2.19K 0.09% 147
2022
Q3 		$220K Buy
9,040
+151
+2% +$3.73K 0.09% 141
2022
Q2 		$220K Buy
8,889
+505
+6% +$12.6K 0.09% 142
2022
Q1 		$210K Buy
8,384
+481
+6% +$12.3K 0.07% 160
2021
Q4 		$205K Buy
+7,903
New +$206K 0.07% 167

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

Oak Harbor Wealth Partners's IBDP Position: Q4 2024 in Review

Oak Harbor Wealth Partners sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 6,688 shares — an estimated $169K sold.

Oak Harbor Wealth Partners first reported a position in IBDP in Q4 2021 and held it in 12 quarters. The position peaked at $272K in Q2 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Oak Harbor Wealth Partners reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 6,688 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $169K.
  • Oak Harbor Wealth Partners first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2021 and held it in 12 quarters.
  • Oak Harbor Wealth Partners's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $272K in Q2 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Oak Harbor Wealth Partners's 13F filing for Q4 2024, filed 7 Feb 2025.