PIMG
IBDP

Patriot Investment Management Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Patriot Investment Management Group’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
-19,043
Closed -$480K – 244
2024
Q3 		$480K Hold
19,043
– – 0.04% 165
2024
Q2 		$479K Hold
19,043
– – 0.04% 161
2024
Q1 		$477K Sell
19,043
-3,050
-14% -$76.2K 0.04% 164
2023
Q4 		$550K Buy
22,093
+5,000
+29% +$124K 0.05% 150
2023
Q3 		$423K Sell
17,093
-2,015
-11% -$49.7K 0.04% 166
2023
Q2 		$470K Hold
19,108
– – 0.04% 166
2023
Q1 		$470K Buy
19,108
+448
+2% +$11K 0.04% 168
2022
Q4 		$459K Hold
18,660
– – 0.04% 174
2022
Q3 		$454K Buy
+18,660
New +$461K 0.05% 166
2020
Q3 		– Sell
-5,025
Closed -$132K – 669
2020
Q2 		$132K Buy
+5,025
New +$129K 0.02% 241

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

Patriot Investment Management Group's IBDP Position: Q4 2024 in Review

Patriot Investment Management Group sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 19,043 shares — an estimated $480K sold.

Patriot Investment Management Group first reported a position in IBDP in Q2 2020 and held it in 10 quarters. The position peaked at $550K in Q4 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Patriot Investment Management Group reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Patriot Investment Management Group sold 19,043 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $480K.
  • Patriot Investment Management Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2020 and held it in 10 quarters.
  • Patriot Investment Management Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $550K in Q4 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Patriot Investment Management Group's 13F filing for Q4 2024, filed 21 Jan 2025.