WCG
IBDP

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

Weaver Consulting 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
-187,702
Closed -$4.73M – 235
2024
Q3 		$4.73M Sell
187,702
-60,434
-24% -$1.52M 1.5% 15
2024
Q2 		$6.24M Sell
248,136
-7,577
-3% -$190K 2.18% 10
2024
Q1 		$6.41M Buy
255,713
+17,910
+8% +$447K 2.37% 8
2023
Q4 		$5.92M Buy
237,803
+149,906
+171% +$3.72M 2.41% 9
2023
Q3 		$2.17M Buy
+87,897
New +$2.17M 0.98% 26

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

Weaver Consulting Group's IBDP Position: Q4 2024 in Review

Weaver Consulting Group sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 187,702 shares — an estimated $4.73M sold.

Weaver Consulting Group first reported a position in IBDP in Q3 2023 and held it in 5 quarters. The position peaked at $6.41M in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Weaver Consulting Group reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Weaver Consulting Group sold 187,702 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $4.73M.
  • Weaver Consulting Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2023 and held it in 5 quarters.
  • Weaver Consulting Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $6.41M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Weaver Consulting Group's 13F filing for Q4 2024, filed 8 Jan 2025.