RFN
IBDP

Redwood Financial Network’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Redwood Financial Network’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
-51,508
Closed -$1.3M – 165
2024
Q3 		$1.3M Sell
51,508
-186
-0.4% -$4.67K 1.02% 30
2024
Q2 		$1.3M Buy
51,694
+300
+0.6% +$7.52K 1.09% 24
2024
Q1 		$1.29M Buy
51,394
+583
+1% +$14.6K 1.12% 23
2023
Q4 		$1.27M Sell
50,811
-2,097
-4% -$52K 1.23% 19
2023
Q3 		$1.31M Sell
52,908
-6,283
-11% -$155K 1.39% 13
2023
Q2 		$1.46M Buy
59,191
+267
+0.5% +$6.57K 1.37% 14
2023
Q1 		$1.45M Buy
58,924
+174
+0.3% +$4.27K 1.47% 14
2022
Q4 		$1.43M Sell
58,750
-4,353
-7% -$106K 1.63% 10
2022
Q3 		$1.54M Sell
63,103
-5
-0% -$123 1.75% 10
2022
Q2 		$1.56M Sell
63,108
-1,843
-3% -$45.8K 1.7% 9
2022
Q1 		$1.63M Buy
+64,951
New +$1.65M 1.51% 10

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

Redwood Financial Network's IBDP Position: Q4 2024 in Review

Redwood Financial Network sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 51,508 shares — an estimated $1.3M sold.

Redwood Financial Network first reported a position in IBDP in Q1 2022 and held it in 11 quarters. The position peaked at $1.63M in Q1 2022. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Redwood Financial Network reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Redwood Financial Network sold 51,508 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $1.3M.
  • Redwood Financial Network first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2022 and held it in 11 quarters.
  • Redwood Financial Network's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.63M in Q1 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Redwood Financial Network's 13F filing for Q4 2024, filed 14 Feb 2025.