OneDigital Investment Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

OneDigital Investment Advisors’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	-153,190	Closed	-$3.86M	–	1542
2024 Q3	$3.86M	Sell	153,190 -590	-0.4%	-$14.8K	0.04%	294
2024 Q2	$3.86M	Buy	+153,780	New	+$3.85M	0.05%	274
2019 Q3	–	Sell	-380	Closed	-$10K	–	1198
2019 Q2	$10K	Hold	380	–	–	﹤0.01%	946
2019 Q1	$9K	Hold	380	–	–	﹤0.01%	907
2018 Q4	$9K	Buy	+380	New	+$9.06K	﹤0.01%	882

Other funds holding IBDP

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

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

OneDigital Investment Advisors's IBDP Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 153,190 shares — an estimated $3.86M sold.

OneDigital Investment Advisors first reported a position in IBDP in Q4 2018 and held it in 5 quarters. The position peaked at $3.86M in Q2 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

OneDigital Investment Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
OneDigital Investment Advisors sold 153,190 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $3.86M.
OneDigital Investment Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2018 and held it in 5 quarters.
OneDigital Investment Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $3.86M in Q2 2024.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.