SMC
IBDP

Smith, Moore & Co’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Smith, Moore & Co’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
-82,074
Closed -$2.07M – 507
2024
Q3 		$2.07M Sell
82,074
-1,117
-1% -$28.1K 0.2% 102
2024
Q2 		$2.09M Buy
83,191
+7,603
+10% +$191K 0.22% 96
2024
Q1 		$1.89M Buy
75,588
+42,053
+125% +$1.05M 0.2% 101
2023
Q4 		$835K Buy
+33,535
New +$831K 0.1% 183
2022
Q3 		– Sell
-9,346
Closed -$231K – 402
2022
Q2 		$231K Buy
9,346
+42
+0.5% +$1.04K 0.04% 342
2022
Q1 		$234K Buy
9,304
+28
+0.3% +$713 0.03% 366
2021
Q4 		$241K Buy
9,276
+52
+0.6% +$1.35K 0.03% 365
2021
Q3 		$242K Buy
9,224
+41
+0.4% +$1.08K 0.04% 348
2021
Q2 		$242K Sell
9,183
-1,944
-17% -$51.3K 0.04% 347
2021
Q1 		$294K Buy
11,127
+38
+0.3% +$1.01K 0.05% 297
2020
Q4 		$295K Buy
11,089
+3,443
+45% +$91.1K 0.06% 264
2020
Q3 		$202K Buy
7,646
+47
+0.6% +$1.24K 0.04% 306
2020
Q2 		$200K Buy
+7,599
New +$196K 0.04% 303
2019
Q3 		– Sell
-8,216
Closed -$209K – 332
2019
Q2 		$209K Buy
+8,216
New +$205K 0.05% 299

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

Smith, Moore & Co's IBDP Position: Q4 2024 in Review

Smith, Moore & Co sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 82,074 shares — an estimated $2.07M sold.

Smith, Moore & Co first reported a position in IBDP in Q2 2019 and held it in 14 quarters. The position peaked at $2.09M in Q2 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Smith, Moore & Co reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Smith, Moore & Co sold 82,074 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $2.07M.
  • Smith, Moore & Co first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2019 and held it in 14 quarters.
  • Smith, Moore & Co's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $2.09M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Smith, Moore & Co's 13F filing for Q4 2024, filed 13 Feb 2025.