SC
IBDP

Stephens Consulting’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Stephens Consulting’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
-190
Closed -$4.79K – 551
2024
Q3 		$4.79K Hold
190
– – ﹤0.01% 400
2024
Q2 		$4.78K Hold
190
– – ﹤0.01% 413
2024
Q1 		$4.76K Hold
190
– – ﹤0.01% 372
2023
Q4 		$4.73K Hold
190
– – ﹤0.01% 379
2023
Q3 		$4.7K Hold
190
– – ﹤0.01% 380
2023
Q2 		$4.68K Hold
190
– – ﹤0.01% 384
2023
Q1 		$4.67K Hold
190
– – ﹤0.01% 399
2022
Q4 		$4.64K Hold
190
– – ﹤0.01% 380
2022
Q3 		$4.63K Hold
190
– – ﹤0.01% 418
2022
Q2 		$4.7K Hold
190
– – ﹤0.01% 408
2022
Q1 		$4.77K Hold
190
– – ﹤0.01% 437
2021
Q4 		$4.93K Buy
+190
New +$4.95K ﹤0.01% 484

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

Stephens Consulting's IBDP Position: Q4 2024 in Review

Stephens Consulting sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 190 shares — an estimated $4.79K sold.

Stephens Consulting first reported a position in IBDP in Q4 2021 and held it in 12 quarters. The position peaked at $4.93K in Q4 2021. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Stephens Consulting reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Stephens Consulting sold 190 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $4.79K.
  • Stephens Consulting first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2021 and held it in 12 quarters.
  • Stephens Consulting's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $4.93K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Stephens Consulting's 13F filing for Q4 2024, filed 27 Jan 2025.