VNA
IBDP

Valley National Advisers’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Valley National Advisers’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
-14,461
Closed -$364K – 809
2024
Q3 		$364K Sell
14,461
-10,882
-43% -$273K 0.07% 189
2024
Q2 		$636K Sell
25,343
-6,703
-21% -$168K 0.09% 141
2024
Q1 		$802K Sell
32,046
-14,777
-32% -$369K 0.12% 130
2023
Q4 		$1.17M Sell
46,823
-11,392
-20% -$282K 0.19% 102
2023
Q3 		$1.44M Sell
58,215
-14,606
-20% -$360K 0.25% 80
2023
Q2 		$1.79M Sell
72,821
-19,568
-21% -$481K 0.3% 71
2023
Q1 		$2.27M Sell
92,389
-16,998
-16% -$417K 0.4% 51
2022
Q4 		$2.69M Sell
109,387
-1,242
-1% -$30.3K 0.48% 51
2022
Q3 		$2.69M Buy
110,629
+1,396
+1% +$34.5K 0.56% 48
2022
Q2 		$2.7M Buy
109,233
+101,213
+1,262% +$2.52M 0.57% 41
2022
Q1 		$201K Buy
8,020
+11
+0.1% +$280 0.04% 231
2021
Q4 		$208K Buy
8,009
+784
+11% +$20.4K 0.04% 222
2021
Q3 		$190K Buy
7,225
+12
+0.2% +$316 0.03% 225
2021
Q2 		$190K Buy
7,213
+14
+0.2% +$370 0.03% 227
2021
Q1 		$190K Buy
7,199
+2,456
+52% +$65K 0.04% 219
2020
Q4 		$126K Buy
+4,743
New +$126K 0.03% 235

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

Valley National Advisers's IBDP Position: Q4 2024 in Review

Valley National Advisers sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 14,461 shares — an estimated $364K sold.

Valley National Advisers first reported a position in IBDP in Q4 2020 and held it in 16 quarters. The position peaked at $2.7M in Q2 2022. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Valley National Advisers reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Valley National Advisers sold 14,461 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $364K.
  • Valley National Advisers first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2020 and held it in 16 quarters.
  • Valley National Advisers's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $2.7M in Q2 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Valley National Advisers's 13F filing for Q4 2024, filed 24 Jan 2025.