RW
IBDP

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

RVW 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
-805,215
Closed -$20.3M – 160
2024
Q3 		$20.3M Sell
805,215
-105,826
-12% -$2.66M 1.89% 20
2024
Q2 		$22.9M Buy
911,041
+250,624
+38% +$6.28M 2.28% 15
2024
Q1 		$16.5M Buy
660,417
+65,359
+11% +$1.63M 1.7% 24
2023
Q4 		$14.8M Buy
595,058
+34,022
+6% +$843K 1.63% 26
2023
Q3 		$13.9M Sell
561,036
-20,929
-4% -$516K 1.67% 27
2023
Q2 		$14.3M Sell
581,965
-45,941
-7% -$1.13M 1.69% 27
2023
Q1 		$15.4M Buy
627,906
+5,398
+0.9% +$132K 1.91% 24
2022
Q4 		$15.2M Buy
622,508
+27,322
+5% +$666K 1.94% 26
2022
Q3 		$14.5M Sell
595,186
-252,467
-30% -$6.23M 2.03% 19
2022
Q2 		$21M Sell
847,653
-37,473
-4% -$932K 2.81% 10
2022
Q1 		$22.2M Sell
885,126
-471
-0.1% -$12K 2.57% 15
2021
Q4 		$23M Sell
885,597
-52,443
-6% -$1.37M 2.57% 16
2021
Q3 		$25M Buy
938,040
+5,499
+0.6% +$145K 3% 15
2021
Q2 		$25M Buy
932,541
+23,272
+3% +$614K 3.13% 14
2021
Q1 		$24M Buy
909,269
+86,714
+11% +$2.3M 3.13% 12
2020
Q4 		$22M Buy
822,555
+69,608
+9% +$1.84M 3.23% 11
2020
Q3 		$19.9M Buy
752,947
+83,801
+13% +$2.22M 3.36% 9
2020
Q2 		$17.6M Buy
669,146
+84,351
+14% +$2.17M 3.22% 9
2020
Q1 		$14.5M Sell
584,795
-106,346
-15% -$2.71M 3.38% 7
2019
Q4 		$17.8M Buy
691,141
+103,235
+18% +$2.65M 3.88% 9
2019
Q3 		$15.1M Buy
587,906
+101,309
+21% +$2.59M 3.59% 11
2019
Q2 		$12.4M Buy
486,597
+147,869
+44% +$3.69M 2.95% 14
2019
Q1 		$8.43M Buy
+338,728
New +$8.26M 2.15% 21

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

RVW Wealth's IBDP Position: Q4 2024 in Review

RVW Wealth sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 805,215 shares — an estimated $20.3M sold.

RVW Wealth first reported a position in IBDP in Q1 2019 and held it in 23 quarters. The position peaked at $25M in Q3 2021. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • RVW Wealth reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • RVW Wealth sold 805,215 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $20.3M.
  • RVW Wealth first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2019 and held it in 23 quarters.
  • RVW Wealth's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $25M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on RVW Wealth's 13F filing for Q4 2024, filed 23 Jan 2025.