VWMG
IBDP

Virginia Wealth Management Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Virginia Wealth Management Group’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
-135,120
Closed -$3.41M – 59
2024
Q3 		$3.41M Buy
+135,120
New +$3.4M 2.14% 26
2024
Q2 		– Sell
-127,120
Closed -$3.19M – 11
2024
Q1 		$3.18M Sell
127,120
-3,785
-3% -$94.5K 2.6% 11
2023
Q4 		$3.26M Sell
130,905
-3,725
-3% -$92.3K 2.85% 10
2023
Q3 		$3.33M Buy
134,630
+6,375
+5% +$157K 2.25% 18
2023
Q2 		$3.16M Buy
128,255
+1,965
+2% +$48.3K 2.17% 20
2023
Q1 		$3.11M Buy
126,290
+4,750
+4% +$117K 2.13% 19
2022
Q4 		$2.97M Buy
121,540
+28,425
+31% +$693K 2.06% 20
2022
Q3 		$2.27M Buy
93,115
+15,180
+19% +$375K 1.69% 29
2022
Q2 		$1.93M Sell
77,935
-2,440
-3% -$60.7K 1.85% 31
2022
Q1 		$2.01M Buy
80,375
+6,825
+9% +$174K 1.8% 31
2021
Q4 		$1.91M Buy
+73,550
New +$1.92M 1.72% 28

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

Virginia Wealth Management Group's IBDP Position: Q4 2024 in Review

Virginia Wealth Management Group sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 135,120 shares — an estimated $3.41M sold.

Virginia Wealth Management Group first reported a position in IBDP in Q4 2021 and held it in 11 quarters. The position peaked at $3.41M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Virginia Wealth Management Group reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Virginia Wealth Management Group sold 135,120 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $3.41M.
  • Virginia Wealth Management Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2021 and held it in 11 quarters.
  • Virginia Wealth Management Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $3.41M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Virginia Wealth Management Group's 13F filing for Q4 2024, filed 27 Jan 2025.