SWM
IBDP

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

Scissortail Wealth Management’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
-426
Closed -$7.54M – 131
2024
Q3 		$7.54M Sell
426
-264,904
-100% -$6.66M 1.82% 14
2024
Q2 		$6.67M Buy
265,330
+6,845
+3% +$172K 1.7% 17
2024
Q1 		$6.48M Sell
258,485
-1,298
-0.5% -$32.4K 1.71% 16
2023
Q4 		$6.49M Sell
259,783
-4,058
-2% -$101K 2.06% 14
2023
Q3 		$6.53M Buy
263,841
+8,619
+3% +$212K 5.14% 6
2023
Q2 		$6.29M Buy
255,222
+4,392
+2% +$108K 5.16% 6
2023
Q1 		$6.17M Buy
250,830
+241,295
+2,531% +$5.92M 5.56% 4
2022
Q4 		$234K Buy
+9,535
New +$232K 0.14% 103

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

Scissortail Wealth Management's IBDP Position: Q4 2024 in Review

Scissortail Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 426 shares — an estimated $7.54M sold.

Scissortail Wealth Management first reported a position in IBDP in Q4 2022 and held it in 8 quarters. The position peaked at $7.54M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Scissortail Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Scissortail Wealth Management sold 426 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $7.54M.
  • Scissortail Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2022 and held it in 8 quarters.
  • Scissortail Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $7.54M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Scissortail Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.