SS
IBDP

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

Sunbelt 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
-13,532
Closed -$341K – 1944
2024
Q3 		$341K Sell
13,532
-400
-3% -$10.1K 0.03% 446
2024
Q2 		$350K Sell
13,932
-2,400
-15% -$60.1K 0.04% 414
2024
Q1 		$409K Hold
16,332
– – 0.05% 366
2023
Q4 		$407K Hold
16,332
– – 0.05% 349
2023
Q3 		$404K Sell
16,332
-601
-4% -$14.8K 0.06% 334
2023
Q2 		$417K Sell
16,933
-500
-3% -$12.3K 0.06% 318
2023
Q1 		$429K Sell
17,433
-800
-4% -$19.6K 0.07% 277
2022
Q4 		$445K Sell
18,233
-1,566
-8% -$38.2K 0.09% 267
2022
Q3 		$482K Sell
19,799
-3,862
-16% -$95.3K 0.1% 237
2022
Q2 		$586K Buy
23,661
+3,571
+18% +$88.8K 0.12% 212
2022
Q1 		$503K Buy
20,090
+1,500
+8% +$38.2K 0.09% 251
2021
Q4 		$476K Buy
+18,590
New +$484K 0.08% 280

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

Sunbelt Securities's IBDP Position: Q4 2024 in Review

Sunbelt Securities sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 13,532 shares — an estimated $341K sold.

Sunbelt Securities first reported a position in IBDP in Q4 2021 and held it in 12 quarters. The position peaked at $586K in Q2 2022. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Sunbelt Securities reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Sunbelt Securities sold 13,532 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $341K.
  • Sunbelt Securities first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2021 and held it in 12 quarters.
  • Sunbelt Securities's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $586K in Q2 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Sunbelt Securities's 13F filing for Q4 2024, filed 18 Feb 2025.