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

Sachetta’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
-750
Closed -$18.9K – 1296
2024
Q3 		$18.9K Hold
750
– – 0.01% 378
2024
Q2 		$18.9K Sell
750
-1,850
-71% -$46.4K 0.01% 346
2024
Q1 		$64.8K Hold
2,600
– – 0.03% 224
2023
Q4 		$64.8K Buy
+2,600
New +$64.5K 0.03% 224

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Sachetta's IBDP Position: Q4 2024 in Review

Sachetta sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 750 shares — an estimated $18.9K sold.

Sachetta first reported a position in IBDP in Q4 2023 and held it in 4 quarters. The position peaked at $64.8K in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Sachetta reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Sachetta sold 750 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $18.9K.
  • Sachetta first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 4 quarters.
  • Sachetta's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $64.8K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Sachetta's 13F filing for Q4 2024, filed 21 Jan 2025.