PFM
IBDP

Phillips Financial Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Phillips Financial 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
-77,038
Closed -$1.94M – 281
2024
Q3 		$1.94M Hold
77,038
– – 0.15% 84
2024
Q2 		$1.94M Sell
77,038
-12,767
-14% -$320K 0.16% 85
2024
Q1 		$2.25M Buy
89,805
+11,507
+15% +$287K 0.18% 81
2023
Q4 		$1.95M Buy
78,298
+34,417
+78% +$853K 0.17% 84
2023
Q3 		$1.09M Buy
43,881
+5
+0% +$123 0.1% 95
2023
Q2 		$1.08M Buy
43,876
+479
+1% +$11.8K 0.1% 96
2023
Q1 		$1.07M Buy
+43,397
New +$1.06M 0.1% 96

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

Phillips Financial Management's IBDP Position: Q4 2024 in Review

Phillips Financial Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 77,038 shares — an estimated $1.94M sold.

Phillips Financial Management first reported a position in IBDP in Q1 2023 and held it in 7 quarters. The position peaked at $2.25M in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Phillips Financial Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Phillips Financial Management sold 77,038 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $1.94M.
  • Phillips Financial Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2023 and held it in 7 quarters.
  • Phillips Financial Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $2.25M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Phillips Financial Management's 13F filing for Q4 2024, filed 10 Feb 2025.