PGAM
IBDP

Princeton Global Asset Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Princeton Global Asset 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
-101,740
Closed -$2.56M – 691
2024
Q3 		$2.56M Sell
101,740
-2,176
-2% -$54.7K 0.5% 58
2024
Q2 		$2.61M Buy
103,916
+71
+0.1% +$1.78K 0.58% 58
2024
Q1 		$2.6M Buy
103,845
+532
+0.5% +$13.3K 0.62% 54
2023
Q4 		$2.57M Buy
103,313
+5,713
+6% +$142K 0.65% 53
2023
Q3 		$2.41M Sell
97,600
-2,589
-3% -$63.8K 0.69% 52
2023
Q2 		$2.47M Buy
100,189
+6,064
+6% +$149K 0.72% 47
2023
Q1 		$2.31M Buy
94,125
+14,572
+18% +$357K 0.67% 53
2022
Q4 		$1.94M Sell
79,553
-5,553
-7% -$135K 0.63% 53
2022
Q3 		$2.07M Sell
85,106
-759
-0.9% -$18.7K 0.72% 46
2022
Q2 		$2.13M Buy
85,865
+2,462
+3% +$61.2K 0.69% 50
2022
Q1 		$2.09M Buy
83,403
+5,146
+7% +$131K 0.58% 57
2021
Q4 		$2.03M Sell
78,257
-2,063
-3% -$53.7K 0.57% 54
2021
Q3 		$2.11M Buy
80,320
+4,456
+6% +$117K 0.64% 48
2021
Q2 		$2M Buy
75,864
+6,407
+9% +$169K 0.61% 52
2021
Q1 		$1.83M Buy
69,457
+11,474
+20% +$304K 0.59% 52
2020
Q4 		$1.54M Buy
57,983
+891
+2% +$23.6K 0.54% 56
2020
Q3 		$1.51M Buy
57,092
+5,753
+11% +$152K 0.61% 48
2020
Q2 		$1.35M Buy
51,339
+3,692
+8% +$95.1K 0.42% 78
2020
Q1 		$1.18M Buy
47,647
+7,184
+18% +$183K 0.52% 62
2019
Q4 		$1.04K Buy
40,463
+38,977
+2,623% +$1,000K 0.42% 66
2019
Q3 		$39K Buy
1,486
+12
+0.8% +$307 0.02% 225
2019
Q2 		$38K Buy
+1,474
New +$36.8K 0.02% 239

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

Princeton Global Asset Management's IBDP Position: Q4 2024 in Review

Princeton Global Asset Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 101,740 shares — an estimated $2.56M sold.

Princeton Global Asset Management first reported a position in IBDP in Q2 2019 and held it in 22 quarters. The position peaked at $2.61M in Q2 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Princeton Global Asset Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Princeton Global Asset Management sold 101,740 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $2.56M.
  • Princeton Global Asset Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2019 and held it in 22 quarters.
  • Princeton Global Asset Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $2.61M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Princeton Global Asset Management's 13F filing for Q4 2024, filed 24 Jan 2025.