SHA
IBDP

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

Seneca House 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
-12,119
Closed -$306K – 98
2024
Q3 		$306K Buy
12,119
+1,003
+9% +$25.2K 0.13% 71
2024
Q2 		$279K Sell
11,116
-7,919
-42% -$198K 0.12% 69
2024
Q1 		$477K Buy
19,035
+2,149
+13% +$53.7K 0.21% 62
2023
Q4 		$421K Buy
+16,886
New +$419K 0.19% 59

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

Seneca House Advisors's IBDP Position: Q4 2024 in Review

Seneca House Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 12,119 shares — an estimated $306K sold.

Seneca House Advisors first reported a position in IBDP in Q4 2023 and held it in 4 quarters. The position peaked at $477K in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Seneca House Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Seneca House Advisors sold 12,119 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $306K.
  • Seneca House Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 4 quarters.
  • Seneca House Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $477K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

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