SOS
IBDP

Silver Oak Securities’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Silver Oak Securities’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
-11,206
Closed -$282K – 664
2024
Q3 		$282K Sell
11,206
-784
-7% -$19.7K 0.03% 438
2024
Q2 		$301K Sell
11,990
-127
-1% -$3.18K 0.05% 290
2024
Q1 		$304K Buy
+12,117
New +$303K 0.05% 296

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

Silver Oak Securities's IBDP Position: Q4 2024 in Review

Silver Oak Securities sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 11,206 shares — an estimated $282K sold.

Silver Oak Securities first reported a position in IBDP in Q1 2024 and held it in 3 quarters. The position peaked at $304K in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Silver Oak Securities reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Silver Oak Securities sold 11,206 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $282K.
  • Silver Oak Securities first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2024 and held it in 3 quarters.
  • Silver Oak Securities's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $304K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Silver Oak Securities's 13F filing for Q4 2024, filed 27 Jan 2025.