WANY
IBDP

Wealthspire Advisors (New York)’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Wealthspire Advisors (New York)’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
-12,713
Closed -$320K – 844
2024
Q3 		$320K Sell
12,713
-28,537
-69% -$717K ﹤0.01% 607
2024
Q2 		$1.04M Sell
41,250
-4,044
-9% -$101K 0.01% 308
2024
Q1 		$1.13M Buy
45,294
+24
+0.1% +$599 0.02% 297
2023
Q4 		$1.13M Sell
45,270
-11,367
-20% -$282K 0.02% 290
2023
Q3 		$1.4M Buy
56,637
+4,049
+8% +$99.8K 0.02% 222
2023
Q2 		$1.29M Sell
52,588
-250
-0.5% -$6.15K 0.02% 212
2023
Q1 		$1.3M Sell
52,838
-606
-1% -$14.9K 0.02% 206
2022
Q4 		$1.31M Buy
53,444
+34,319
+179% +$836K 0.02% 213
2022
Q3 		$466K Buy
+19,125
New +$472K 0.01% 345

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

Wealthspire Advisors (New York)'s IBDP Position: Q4 2024 in Review

Wealthspire Advisors (New York) sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 12,713 shares — an estimated $320K sold.

Wealthspire Advisors (New York) first reported a position in IBDP in Q3 2022 and held it in 9 quarters. The position peaked at $1.4M in Q3 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Wealthspire Advisors (New York) reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 12,713 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $320K.
  • Wealthspire Advisors (New York) first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2022 and held it in 9 quarters.
  • Wealthspire Advisors (New York)'s iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.4M in Q3 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2024, filed 4 Feb 2025.