SA
IBDP

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

Sanctuary Advisors’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
-84,891
Closed -$2.14M – 2529
2024
Q3 		$2.14M Sell
84,891
-123,940
-59% -$3.11M 0.01% 834
2024
Q2 		$5.24M Buy
+208,831
New +$5.23M 0.04% 439

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sanctuary Advisors's IBDP Position: Q4 2024 in Review

Sanctuary Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 84,891 shares — an estimated $2.14M sold.

Sanctuary Advisors first reported a position in IBDP in Q2 2024 and held it in 2 quarters. The position peaked at $5.24M in Q2 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Sanctuary Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Sanctuary Advisors sold 84,891 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $2.14M.
  • Sanctuary Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2024 and held it in 2 quarters.
  • Sanctuary Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $5.24M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Sanctuary Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.