REDW Wealth’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

REDW Wealth’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	-48,874	Closed	-$1.23M	–	169
2024 Q3	$1.23M	Buy	48,874 +10,817	+28%	+$272K	0.32%	49
2024 Q2	$956K	Buy	38,057 +5,303	+16%	+$133K	0.25%	57
2024 Q1	$820K	Sell	32,754 -5,787	-15%	-$145K	0.22%	60
2023 Q4	$960K	Buy	38,541 +5,475	+17%	+$136K	0.28%	48
2023 Q3	$818K	Buy	+33,066	New	+$815K	0.25%	56

Other funds holding IBDP

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

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

REDW Wealth's IBDP Position: Q4 2024 in Review

REDW Wealth sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 48,874 shares — an estimated $1.23M sold.

REDW Wealth first reported a position in IBDP in Q3 2023 and held it in 5 quarters. The position peaked at $1.23M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

REDW Wealth reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
REDW Wealth sold 48,874 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $1.23M.
REDW Wealth first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2023 and held it in 5 quarters.
REDW Wealth's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.23M in Q3 2024.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.