RBC
IBDP

Roble Belko & Company’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Roble Belko & Company’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
-36,593
Closed -$923K – 433
2024
Q3 		$923K Buy
36,593
+767
+2% +$19.3K 0.15% 52
2024
Q2 		$900K Hold
35,826
– – 0.15% 52
2024
Q1 		$897K Buy
35,826
+1,445
+4% +$36.1K 0.15% 52
2023
Q4 		$856K Buy
34,381
+200
+0.6% +$4.96K 0.16% 50
2023
Q3 		$845K Sell
34,181
-8,155
-19% -$201K 0.17% 49
2023
Q2 		$1.04M Buy
42,336
+8,536
+25% +$210K 0.21% 43
2023
Q1 		$831K Buy
33,800
+2,104
+7% +$51.6K 0.17% 51
2022
Q4 		$774K Hold
31,696
– – 0.16% 55
2022
Q3 		$772K Buy
31,696
+21,290
+205% +$526K 0.19% 49
2022
Q2 		$258K Hold
10,406
– – 0.06% 80
2022
Q1 		$261K Hold
10,406
– – 0.05% 84
2021
Q4 		$270K Hold
10,406
– – 0.05% 83
2021
Q3 		$274K Hold
10,406
– – 0.06% 73
2021
Q2 		$274K Hold
10,406
– – 0.06% 79
2021
Q1 		$275K Hold
10,406
– – 0.07% 73
2020
Q4 		$277K Hold
10,406
– – 0.07% 68
2020
Q3 		$275K Hold
10,406
– – 0.08% 69
2020
Q2 		$274K Hold
10,406
– – 0.08% 69
2020
Q1 		$257K Hold
10,406
– – 0.08% 75
2019
Q4 		$267K Hold
10,406
– – 0.07% 77
2019
Q3 		$267K Hold
10,406
– – 0.08% 70
2019
Q2 		$265K Hold
10,406
– – 0.08% 68
2019
Q1 		$259K Hold
10,406
– – 0.09% 65
2018
Q4 		$249K Buy
10,406
+8,205
+373% +$196K 0.1% 65
2018
Q3 		$122K Hold
2,201
– – 0.04% 73
2018
Q2 		$53K Buy
+2,201
New +$53K 0.02% 109

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

Roble Belko & Company's IBDP Position: Q4 2024 in Review

Roble Belko & Company sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 36,593 shares — an estimated $923K sold.

Roble Belko & Company first reported a position in IBDP in Q2 2018 and held it in 26 quarters. The position peaked at $1.04M in Q2 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Roble Belko & Company reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Roble Belko & Company sold 36,593 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $923K.
  • Roble Belko & Company first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2018 and held it in 26 quarters.
  • Roble Belko & Company's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.04M in Q2 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Roble Belko & Company's 13F filing for Q4 2024, filed 14 Jan 2025.