RWM
IBDP

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

Ritholtz Wealth 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
-16,217
Closed -$409K – 920
2024
Q3 		$409K Sell
16,217
-32,878
-67% -$826K 0.01% 623
2024
Q2 		$1.23M Sell
49,095
-5,075
-9% -$127K 0.04% 301
2024
Q1 		$1.36M Sell
54,170
-3,210
-6% -$80.2K 0.05% 282
2023
Q4 		$1.43M Sell
57,380
-630
-1% -$15.6K 0.06% 228
2023
Q3 		$1.43M Sell
58,010
-258
-0.4% -$6.36K 0.06% 202
2023
Q2 		$1.43M Sell
58,268
-6,877
-11% -$169K 0.06% 200
2023
Q1 		$1.6M Sell
65,145
-78,659
-55% -$1.93M 0.08% 162
2022
Q4 		$3.51M Sell
143,804
-60,900
-30% -$1.48M 0.2% 77
2022
Q3 		$4.99M Sell
204,704
-2,777
-1% -$68.5K 0.26% 47
2022
Q2 		$5.13M Sell
207,481
-2,782
-1% -$69.2K 0.32% 28
2022
Q1 		$5.28M Buy
210,263
+16,397
+8% +$418K 0.36% 32
2021
Q4 		$5.03M Buy
193,866
+14,077
+8% +$367K 0.31% 32
2021
Q3 		$4.73M Buy
179,789
+26,056
+17% +$686K 0.33% 31
2021
Q2 		$4.05M Buy
153,733
+22,353
+17% +$590K 0.29% 35
2021
Q1 		$3.47M Buy
131,380
+12,925
+11% +$342K 0.29% 37
2020
Q4 		$3.15M Buy
118,455
+36,870
+45% +$976K 0.3% 33
2020
Q3 		$2.16M Buy
81,585
+28,600
+54% +$757K 0.24% 42
2020
Q2 		$1.4M Buy
52,985
+16,680
+46% +$430K 0.18% 50
2020
Q1 		$897K Buy
36,305
+3,455
+11% +$87.9K 0.14% 53
2019
Q4 		$844K Buy
+32,850
New +$843K 0.12% 62

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

Ritholtz Wealth Management's IBDP Position: Q4 2024 in Review

Ritholtz Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 16,217 shares — an estimated $409K sold.

Ritholtz Wealth Management first reported a position in IBDP in Q4 2019 and held it in 20 quarters. The position peaked at $5.28M in Q1 2022. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Ritholtz Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 16,217 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $409K.
  • Ritholtz Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2019 and held it in 20 quarters.
  • Ritholtz Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $5.28M in Q1 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Ritholtz Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.