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 $1.31B AUM 24.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

One Plus One Wealth Management's IBDP Position: Q4 2024 in Review

One Plus One Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 69,423 shares — an estimated $1.75M sold.

One Plus One Wealth Management first reported a position in IBDP in Q3 2023 and held it in 5 quarters. The position peaked at $1.75M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

One Plus One Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
One Plus One Wealth Management sold 69,423 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $1.75M.
One Plus One Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2023 and held it in 5 quarters.
One Plus One Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.75M in Q3 2024.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on One Plus One Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.