OSAM
IBDP

O'Shaughnessy Asset Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

O'Shaughnessy Asset 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
-615
Closed -$15.5K – 2303
2024
Q3 		$15.5K Buy
+615
New +$15.5K ﹤0.01% 1971

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

O'Shaughnessy Asset Management's IBDP Position: Q4 2024 in Review

O'Shaughnessy Asset Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 615 shares — an estimated $15.5K sold.

O'Shaughnessy Asset Management first reported a position in IBDP in Q3 2024 and held it in 1 quarter. The position peaked at $15.5K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • O'Shaughnessy Asset Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 615 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $15.5K.
  • O'Shaughnessy Asset Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2024 and held it in 1 quarter.
  • O'Shaughnessy Asset Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $15.5K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.