OAJ
IBDP

Ogorek Anthony Joseph’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Ogorek Anthony Joseph’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
-1,269
Closed -$32K – 317
2024
Q3 		$32K Sell
1,269
-5,976
-82% -$150K 0.01% 143
2024
Q2 		$182K Sell
7,245
-1,693
-19% -$42.4K 0.06% 62
2024
Q1 		$223K Sell
8,938
-164,280
-95% -$4.1M 0.08% 56
2023
Q4 		$4.31M Buy
173,218
+4,537
+3% +$112K 1.57% 19
2023
Q3 		$4.17M Buy
168,681
+2,985
+2% +$73.6K 1.65% 19
2023
Q2 		$4.08M Buy
165,696
+95,026
+134% +$2.34M 1.56% 21
2023
Q1 		$1.74M Buy
+70,670
New +$1.73M 0.71% 39

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

Ogorek Anthony Joseph's IBDP Position: Q4 2024 in Review

Ogorek Anthony Joseph sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 1,269 shares — an estimated $32K sold.

Ogorek Anthony Joseph first reported a position in IBDP in Q1 2023 and held it in 7 quarters. The position peaked at $4.31M in Q4 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Ogorek Anthony Joseph reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Ogorek Anthony Joseph sold 1,269 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $32K.
  • Ogorek Anthony Joseph first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2023 and held it in 7 quarters.
  • Ogorek Anthony Joseph's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $4.31M in Q4 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Ogorek Anthony Joseph's 13F filing for Q4 2024, filed 24 Jan 2025.