PWMG
IBDP

Prestige Wealth Management Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Prestige Wealth 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
-1,010
Closed -$25.5K – 1074
2024
Q3 		$25.5K Hold
1,010
– – 0.01% 320
2024
Q2 		$25.4K Hold
1,010
– – 0.01% 297
2024
Q1 		$25.3K Buy
+1,010
New +$25.2K 0.01% 323

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

Prestige Wealth Management Group's IBDP Position: Q4 2024 in Review

Prestige Wealth Management Group sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 1,010 shares — an estimated $25.5K sold.

Prestige Wealth Management Group first reported a position in IBDP in Q1 2024 and held it in 3 quarters. The position peaked at $25.5K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Prestige Wealth Management Group reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Prestige Wealth Management Group sold 1,010 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $25.5K.
  • Prestige Wealth Management Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2024 and held it in 3 quarters.
  • Prestige Wealth Management Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $25.5K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Prestige Wealth Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.