Wealth Enhancement Advisory Services
IBDP

Wealth Enhancement Advisory Services’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Wealth Enhancement Advisory Services’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
-104,214
Closed -$2.63M – 3153
2024
Q3 		$2.63M Buy
104,214
+3,806
+4% +$95.6K 0.01% 951
2024
Q2 		$2.52M Buy
100,408
+15,320
+18% +$384K 0.01% 896
2024
Q1 		$2.13M Buy
85,088
+6,329
+8% +$158K 0.01% 920
2023
Q4 		$1.96M Buy
78,759
+1,414
+2% +$35.1K 0.01% 907
2023
Q3 		$1.91M Buy
+77,345
New +$1.91M 0.01% 876

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

Wealth Enhancement Advisory Services's IBDP Position: Q4 2024 in Review

Wealth Enhancement Advisory Services sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 104,214 shares — an estimated $2.63M sold.

Wealth Enhancement Advisory Services first reported a position in IBDP in Q3 2023 and held it in 5 quarters. The position peaked at $2.63M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Wealth Enhancement Advisory Services reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 104,214 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $2.63M.
  • Wealth Enhancement Advisory Services first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2023 and held it in 5 quarters.
  • Wealth Enhancement Advisory Services's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $2.63M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.