TFS
IBDP

Thoroughbred Financial Services’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Thoroughbred Financial Services’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
-30,489
Closed -$768K – 726
2024
Q3 		$768K Buy
30,489
+69
+0.2% +$1.73K 0.05% 323
2024
Q2 		$764K Buy
30,420
+3,726
+14% +$93.4K 0.05% 310
2024
Q1 		$668K Sell
26,694
-2,625
-9% -$65.6K 0.06% 262
2023
Q4 		$730K Buy
29,319
+9,329
+47% +$231K 0.06% 298
2023
Q3 		$494K Buy
19,990
+3,668
+22% +$90.4K 0.05% 325
2023
Q2 		$401K Buy
16,322
+1,360
+9% +$33.4K 0.05% 282
2023
Q1 		$367K Buy
14,962
+6,111
+69% +$150K 0.05% 290
2022
Q4 		$216K Buy
+8,851
New +$216K 0.04% 357

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

Thoroughbred Financial Services's IBDP Position: Q4 2024 in Review

Thoroughbred Financial Services sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 30,489 shares — an estimated $768K sold.

Thoroughbred Financial Services first reported a position in IBDP in Q4 2022 and held it in 8 quarters. The position peaked at $768K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Thoroughbred Financial Services reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Thoroughbred Financial Services sold 30,489 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $768K.
  • Thoroughbred Financial Services first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2022 and held it in 8 quarters.
  • Thoroughbred Financial Services's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $768K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Thoroughbred Financial Services's 13F filing for Q4 2024, filed 12 Feb 2025.