SP
IBDP

Stonebrook Private’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Stonebrook Private’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
-99,162
Closed -$2.5M – 200
2024
Q3 		$2.5M Buy
99,162
+27,696
+39% +$696K 0.66% 41
2024
Q2 		$1.8M Buy
71,466
+15,488
+28% +$388K 0.52% 52
2024
Q1 		$1.4M Buy
55,978
+23,832
+74% +$595K 0.41% 60
2023
Q4 		$801K Buy
+32,146
New +$797K 0.27% 72

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