Wick Capital Partners’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Wick Capital Partners’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	-10,208	Closed	-$257K	–	95
2024 Q3	$257K	Hold	10,208	–	–	0.08%	68
2024 Q2	$257K	Hold	10,208	–	–	0.09%	66
2024 Q1	$256K	Hold	10,208	–	–	0.25%	38
2023 Q4	$254K	Hold	10,208	–	–	0.11%	59
2023 Q3	$252K	Buy	+10,208	New	+$252K	0.14%	55
2023 Q2	–	Sell	-10,208	Closed	-$251K	–	70
2023 Q1	$251K	Sell	10,208 -21,660	-68%	-$531K	0.14%	55
2022 Q4	$778K	Buy	+31,868	New	+$776K	0.44%	28

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

Wick Capital Partners's IBDP Position: Q4 2024 in Review

Wick Capital Partners sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 10,208 shares — an estimated $257K sold.

Wick Capital Partners first reported a position in IBDP in Q4 2022 and held it in 7 quarters. The position peaked at $778K in Q4 2022. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

Wick Capital Partners reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
Wick Capital Partners sold 10,208 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $257K.
Wick Capital Partners first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2022 and held it in 7 quarters.
Wick Capital Partners's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $778K in Q4 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Wick Capital Partners's 13F filing for Q4 2024, filed 14 Feb 2025.