Truist Financial
IBDP

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

Truist Financial’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
-543,948
Closed -$13.7M – 2658
2024
Q3 		$13.7M Buy
543,948
+9,037
+2% +$227K 0.02% 483
2024
Q2 		$13.4M Sell
534,911
-35,349
-6% -$886K 0.02% 505
2024
Q1 		$14.3M Buy
570,260
+46,639
+9% +$1.16M 0.02% 511
2023
Q4 		$13M Sell
523,621
-106,303
-17% -$2.64M 0.02% 525
2023
Q3 		$15.6M Sell
629,924
-10,099
-2% -$249K 0.03% 452
2023
Q2 		$15.8M Buy
640,023
+9,072
+1% +$223K 0.03% 448
2023
Q1 		$15.5M Buy
630,951
+14,410
+2% +$354K 0.03% 454
2022
Q4 		$15.1M Sell
616,541
-59,810
-9% -$1.46M 0.03% 443
2022
Q3 		$16.5M Sell
676,351
-53,877
-7% -$1.33M 0.03% 405
2022
Q2 		$18.1M Sell
730,228
-121,473
-14% -$3.02M 0.03% 392
2022
Q1 		$21.4M Buy
851,701
+220,669
+35% +$5.62M 0.03% 407
2021
Q4 		$16.4M Buy
631,032
+7,452
+1% +$194K 0.02% 488
2021
Q3 		$16.4M Sell
623,580
-70,118
-10% -$1.85M 0.03% 466
2021
Q2 		$18.3M Buy
693,698
+72,283
+12% +$1.91M 0.03% 465
2021
Q1 		$16.4M Buy
621,415
+11,270
+2% +$298K 0.03% 472
2020
Q4 		$16.2M Buy
610,145
+52,231
+9% +$1.38M 0.03% 457
2020
Q3 		$14.8M Buy
557,914
+17,902
+3% +$474K 0.03% 444
2020
Q2 		$14.2M Buy
540,012
+10,347
+2% +$267K 0.03% 445
2020
Q1 		$13.1M Buy
529,665
+455,202
+611% +$11.6M 0.03% 430
2019
Q4 		$1.91M Buy
+74,463
New +$1.91M ﹤0.01% 1148

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

Truist Financial's IBDP Position: Q4 2024 in Review

Truist Financial sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 543,948 shares — an estimated $13.7M sold.

Truist Financial first reported a position in IBDP in Q4 2019 and held it in 20 quarters. The position peaked at $21.4M in Q1 2022. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Truist Financial reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Truist Financial sold 543,948 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $13.7M.
  • Truist Financial first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2019 and held it in 20 quarters.
  • Truist Financial's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $21.4M in Q1 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Truist Financial's 13F filing for Q4 2024, filed 31 Jan 2025.