PIS
IBDP

POM Investment Strategies’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

POM Investment Strategies’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
-103,250
Closed -$2.6M – 390
2024
Q3 		$2.6M Sell
103,250
-14,717
-12% -$370K 2.03% 14
2024
Q2 		$2.96M Sell
117,967
-56,997
-33% -$1.43M 2.37% 12
2024
Q1 		$4.38M Buy
174,964
+20,607
+13% +$515K 3.59% 12
2023
Q4 		$3.85M Buy
+154,357
New +$3.83M 3.53% 11

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

POM Investment Strategies's IBDP Position: Q4 2024 in Review

POM Investment Strategies sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 103,250 shares — an estimated $2.6M sold.

POM Investment Strategies first reported a position in IBDP in Q4 2023 and held it in 4 quarters. The position peaked at $4.38M in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • POM Investment Strategies reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • POM Investment Strategies sold 103,250 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $2.6M.
  • POM Investment Strategies first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 4 quarters.
  • POM Investment Strategies's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $4.38M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on POM Investment Strategies's 13F filing for Q4 2024, filed 29 Jan 2025.