VFIC
IBDP

Valley Forge Investment Consultants’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Valley Forge Investment Consultants’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
-14,513
Closed -$366K – 90
2024
Q3 		$366K Buy
14,513
+163
+1% +$4.1K 0.13% 59
2024
Q2 		$361K Buy
14,350
+145
+1% +$3.63K 0.14% 54
2024
Q1 		$356K Buy
+14,205
New +$355K 0.14% 55

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Valley Forge Investment Consultants's IBDP Position: Q4 2024 in Review

Valley Forge Investment Consultants sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 14,513 shares — an estimated $366K sold.

Valley Forge Investment Consultants first reported a position in IBDP in Q1 2024 and held it in 3 quarters. The position peaked at $366K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Valley Forge Investment Consultants reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Valley Forge Investment Consultants sold 14,513 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $366K.
  • Valley Forge Investment Consultants first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2024 and held it in 3 quarters.
  • Valley Forge Investment Consultants's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $366K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Valley Forge Investment Consultants's 13F filing for Q4 2024, filed 12 Feb 2025.