OPOWM
IBDP

One Plus One Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

One Plus One Wealth 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
-69,423
Closed -$1.75M – 98
2024
Q3 		$1.75M Buy
69,423
+31,822
+85% +$800K 1.04% 25
2024
Q2 		$945K Hold
37,601
– – 0.54% 42
2024
Q1 		$942K Buy
37,601
+3,252
+9% +$81.2K 0.54% 42
2023
Q4 		$856K Buy
34,349
+1,619
+5% +$40.1K 0.52% 43
2023
Q3 		$809K Buy
+32,730
New +$807K 0.53% 41

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