PCIA
IBDP

Prime Capital Investment Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Prime Capital Investment Advisors’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
-66,367
Closed -$1.67M – 976
2024
Q3 		$1.67M Buy
66,367
+8,785
+15% +$221K 0.02% 341
2024
Q2 		$1.45M Sell
57,582
-3,743
-6% -$93.8K 0.02% 361
2024
Q1 		$1.54M Buy
61,325
+5,360
+10% +$134K 0.02% 390
2023
Q4 		$1.39M Buy
55,965
+22,147
+65% +$549K 0.02% 379
2023
Q3 		$836K Buy
33,818
+21,537
+175% +$531K 0.02% 375
2023
Q2 		$302K Buy
+12,281
New +$302K 0.01% 603
2021
Q3 		– Sell
-9,470
Closed -$250K – 401
2021
Q2 		$250K Buy
+9,470
New +$250K 0.01% 329

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

Prime Capital Investment Advisors's IBDP Position: Q4 2024 in Review

Prime Capital Investment Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 66,367 shares — an estimated $1.67M sold.

Prime Capital Investment Advisors first reported a position in IBDP in Q2 2021 and held it in 7 quarters. The position peaked at $1.67M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Prime Capital Investment Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 66,367 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $1.67M.
  • Prime Capital Investment Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2021 and held it in 7 quarters.
  • Prime Capital Investment Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.67M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.