PA
IBDP

Probity Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Probity 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
-123,425
Closed -$3.11M – 240
2024
Q3 		$3.11M Buy
123,425
+8,129
+7% +$204K 0.6% 34
2024
Q2 		$2.9M Buy
115,296
+4,693
+4% +$118K 0.6% 37
2024
Q1 		$2.77M Buy
110,603
+44,722
+68% +$1.12M 0.57% 38
2023
Q4 		$1.64M Buy
+65,881
New +$1.63M 0.36% 55

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

Probity Advisors's IBDP Position: Q4 2024 in Review

Probity Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 123,425 shares — an estimated $3.11M sold.

Probity Advisors first reported a position in IBDP in Q4 2023 and held it in 4 quarters. The position peaked at $3.11M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Probity Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Probity Advisors sold 123,425 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $3.11M.
  • Probity Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 4 quarters.
  • Probity Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $3.11M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Probity Advisors's 13F filing for Q4 2024, filed 5 Mar 2025.