VWM
IBDP

Valley Wealth Managers’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Valley Wealth Managers’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
-73,045
Closed -$1.84M – 417
2024
Q3 		$1.84M Sell
73,045
-1,352
-2% -$34K 0.14% 114
2024
Q2 		$1.87M Sell
74,397
-508
-0.7% -$12.7K 0.15% 115
2024
Q1 		$1.88M Sell
74,905
-3,858
-5% -$96.4K 0.14% 114
2023
Q4 		$1.96M Sell
78,763
-355
-0.4% -$8.8K 0.15% 110
2023
Q3 		$1.96M Sell
79,118
-4,386
-5% -$108K 0.16% 111
2023
Q2 		$2.06M Buy
83,504
+2,356
+3% +$57.9K 0.18% 94
2023
Q1 		$2M Sell
81,148
-497
-0.6% -$12.2K 0.18% 95
2022
Q4 		$1.99M Sell
81,645
-243
-0.3% -$5.92K 0.19% 95
2022
Q3 		$1.99M Buy
81,888
+4,213
+5% +$104K 0.2% 94
2022
Q2 		$1.92M Buy
+77,675
New +$1.93M 0.18% 96

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 Wealth Managers's IBDP Position: Q4 2024 in Review

Valley Wealth Managers sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 73,045 shares — an estimated $1.84M sold.

Valley Wealth Managers first reported a position in IBDP in Q2 2022 and held it in 10 quarters. The position peaked at $2.06M in Q2 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Valley Wealth Managers reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Valley Wealth Managers sold 73,045 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $1.84M.
  • Valley Wealth Managers first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2022 and held it in 10 quarters.
  • Valley Wealth Managers's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $2.06M in Q2 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Valley Wealth Managers's 13F filing for Q4 2024, filed 31 Jan 2025.