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

Wealth 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	-16,159	Closed	-$407K	–	164
2024 Q3	$407K	Hold	16,159	–	–	0.27%	90
2024 Q2	$406K	Hold	16,159	–	–	0.29%	82
2024 Q1	$405K	Buy	+16,159	New	+$404K	0.31%	81

Other funds holding IBDP

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

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 Group's IBDP Position: Q4 2024 in Review

Wealth Group sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 16,159 shares — an estimated $407K sold.

Wealth Group first reported a position in IBDP in Q1 2024 and held it in 3 quarters. The position peaked at $407K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

Wealth Group reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
Wealth Group sold 16,159 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $407K.
Wealth Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2024 and held it in 3 quarters.
Wealth Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $407K 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 Group's 13F filing for Q4 2024, filed 6 Feb 2025.