SP
IBDP

Stablepoint Partners’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Stablepoint Partners’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
-9,190
Closed -$232K – 248
2024
Q3 		$232K Sell
9,190
-6,214
-40% -$156K 0.04% 226
2024
Q2 		$388K Sell
15,404
-12,658
-45% -$317K 0.08% 198
2024
Q1 		$703K Buy
28,062
+7,086
+34% +$177K 0.14% 151
2023
Q4 		$523K Buy
+20,976
New +$520K 0.13% 156

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

Stablepoint Partners's IBDP Position: Q4 2024 in Review

Stablepoint Partners sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 9,190 shares — an estimated $232K sold.

Stablepoint Partners first reported a position in IBDP in Q4 2023 and held it in 4 quarters. The position peaked at $703K in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Stablepoint Partners reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Stablepoint Partners sold 9,190 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $232K.
  • Stablepoint Partners first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 4 quarters.
  • Stablepoint Partners's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $703K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Stablepoint Partners's 13F filing for Q4 2024, filed 21 Jan 2025.