WFA
IBDP

Wells Financial Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Wells Financial Advisors’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
-6,880
Closed -$173K – 107
2024
Q3 		$173K Sell
6,880
-9,260
-57% -$233K 0.23% 41
2024
Q2 		$406K Sell
16,140
-2,475
-13% -$62K 0.27% 40
2024
Q1 		$466K Hold
18,615
– – 0.32% 32
2023
Q4 		$464K Sell
18,615
-1,230
-6% -$30.5K 0.34% 30
2023
Q3 		$491K Hold
19,845
– – 0.38% 29
2023
Q2 		$489K Sell
19,845
-1,720
-8% -$42.3K 0.37% 29
2023
Q1 		$530K Hold
21,565
– – 0.42% 31
2022
Q4 		$527K Sell
21,565
-1,050
-5% -$25.6K 0.44% 31
2022
Q3 		$551K Sell
22,615
-8,550
-27% -$211K 0.53% 26
2022
Q2 		$771K Hold
31,165
– – 0.7% 25
2022
Q1 		$782K Sell
31,165
-3,800
-11% -$96.8K 0.65% 26
2021
Q4 		$907K Sell
34,965
-2,090
-6% -$54.4K 0.72% 26
2021
Q3 		$974K Hold
37,055
– – 0.82% 23
2021
Q2 		$977K Hold
37,055
– – 0.82% 22
2021
Q1 		$978K Hold
37,055
– – 0.88% 22
2020
Q4 		$985K Buy
+37,055
New +$981K 0.84% 22

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

Wells Financial Advisors's IBDP Position: Q4 2024 in Review

Wells Financial Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 6,880 shares — an estimated $173K sold.

Wells Financial Advisors first reported a position in IBDP in Q4 2020 and held it in 16 quarters. The position peaked at $985K in Q4 2020. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Wells Financial Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Wells Financial Advisors sold 6,880 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $173K.
  • Wells Financial Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2020 and held it in 16 quarters.
  • Wells Financial Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $985K in Q4 2020.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Wells Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.