SC
IBDP

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

Savant Capital’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
-207,764
Closed -$5.24M – 1521
2024
Q3 		$5.24M Buy
207,764
+76,236
+58% +$1.92M 0.04% 215
2024
Q2 		$3.31M Sell
131,528
-21,654
-14% -$543K 0.03% 264
2024
Q1 		$3.84M Sell
153,182
-9,765
-6% -$244K 0.04% 222
2023
Q4 		$4.06M Sell
162,947
-29,845
-15% -$740K 0.05% 194
2023
Q3 		$4.77M Sell
192,792
-10,296
-5% -$254K 0.07% 170
2023
Q2 		$5M Sell
203,088
-19,038
-9% -$468K 0.08% 160
2023
Q1 		$5.46M Sell
222,126
-11,393
-5% -$279K 0.1% 134
2022
Q4 		$36.6K Buy
+233,519
New +$5.69M ﹤0.01% 583

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

Savant Capital's IBDP Position: Q4 2024 in Review

Savant Capital sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 207,764 shares — an estimated $5.24M sold.

Savant Capital first reported a position in IBDP in Q4 2022 and held it in 8 quarters. The position peaked at $5.46M in Q1 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Savant Capital reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Savant Capital sold 207,764 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $5.24M.
  • Savant Capital first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2022 and held it in 8 quarters.
  • Savant Capital's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $5.46M in Q1 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Savant Capital's 13F filing for Q4 2024, filed 29 Jan 2025.