PS
IBDP

Principal Securities’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Principal Securities’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
-12,105
Closed -$305K – 3657
2024
Q3 		$305K Sell
12,105
-4,863
-29% -$122K 0.01% 925
2024
Q2 		$426K Sell
16,968
-2,752
-14% -$69K 0.01% 759
2024
Q1 		$494K Sell
19,720
-29,790
-60% -$744K 0.02% 673
2023
Q4 		$1.23M Buy
+49,510
New +$1.23M 0.05% 355

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

Principal Securities's IBDP Position: Q4 2024 in Review

Principal Securities sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 12,105 shares — an estimated $305K sold.

Principal Securities first reported a position in IBDP in Q4 2023 and held it in 4 quarters. The position peaked at $1.23M in Q4 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Principal Securities reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Principal Securities sold 12,105 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $305K.
  • Principal Securities first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 4 quarters.
  • Principal Securities's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.23M in Q4 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Principal Securities's 13F filing for Q4 2024, filed 30 Jan 2025.