Ownership history in IFP Advisors, Inc · 32 quarters on record
This page tracks every 13F SEC filing in which IFP Advisors, Inc reported a position in ISHARES IBONDS DEC 2024 CORPORATE ETF (IBDP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 221,462 | +30,545 | +16.0% | 0.20% | $5.6M | $25.15 |
| 2024 Q2 | REDUCED | 190,917 | -2,544 | -1.3% | 0.21% | $4.8M | $24.55 |
| 2023 Q4 | REDUCED | 193,461 | -2,498 | -1.3% | 0.23% | $4.8M | $23.95 |
| 2023 Q3 | ADDED | 195,959 | +21,645 | +12.4% | 0.22% | $4.8M | $23.52 |
| 2023 Q2 | ADDED | 174,314 | +12,828 | +7.9% | 0.19% | $4.2M | $23.24 |
| 2023 Q1 | ADDED | 161,486 | +33,964 | +26.6% | 0.17% | $3.9M | $23.04 |
| 2022 Q4 | ADDED | 127,522 | +67,397 | +112.1% | 0.08% | $3.1M | $22.77 |
| 2022 Q3 | ADDED | 60,125 | +34,185 | +131.8% | 0.04% | $1.4M | $22.53 |
| 2021 Q4 | UNCHANGED | 25,940 | — | 0% | 0.01% | $673K | $23.69 |
| 2021 Q3 | UNCHANGED | 25,940 | — | 0% | 0.01% | $682K | $23.89 |