&Partners’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

&Partners’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	-38,206	Closed	-$963K	–	1684
2024 Q3	$963K	Sell	38,206 -11,170	-23%	-$281K	0.02%	583
2024 Q2	$1.24M	Buy	49,376 +13,110	+36%	+$328K	0.05%	295
2024 Q1	$908K	Buy	+36,266	New	+$906K	0.13%	165

Other funds holding IBDP

JAG

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

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

&Partners's IBDP Position: Q4 2024 in Review

&Partners sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 38,206 shares — an estimated $963K sold.

&Partners first reported a position in IBDP in Q1 2024 and held it in 3 quarters. The position peaked at $1.24M in Q2 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

&Partners reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
&Partners sold 38,206 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $963K.
&Partners first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2024 and held it in 3 quarters.
&Partners's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.24M in Q2 2024.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on &Partners's 13F filing for Q4 2024, filed 14 Feb 2025.