4Thought Financial Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-29,057
| Closed | -$733K | – | 110 |
|
|
2024
Q3 | $733K | Buy |
29,057
+226
| +0.8% | +$5.7K | 0.45% | 28 |
|
|
2024
Q2 | $725K | Buy |
28,831
+750
| +3% | +$18.8K | 0.45% | 27 |
|
|
2024
Q1 | $703K | Buy |
28,081
+17,558
| +167% | +$440K | 0.46% | 27 |
|
|
2023
Q4 | $262K | Buy |
10,523
+9,584
| +1,021% | +$239K | 0.19% | 42 |
|
|
2023
Q3 | $23.2K | Sell |
939
-3,202
| -77% | -$79.2K | 0.02% | 62 |
|
|
2023
Q2 | $102K | Buy |
4,141
+531
| +15% | +$13.1K | 0.08% | 49 |
|
|
2023
Q1 | $88.8K | Buy |
3,610
+161
| +5% | +$3.96K | 0.07% | 52 |
|
|
2022
Q4 | $84K | Buy |
3,449
+27
| +0.8% | +$658 | 0.08% | 52 |
|
|
2022
Q3 | $83K | Sell |
3,422
-2,677
| -44% | -$64.9K | 0.08% | 52 |
|
|
2022
Q2 | $151K | Sell |
6,099
-5,449
| -47% | -$135K | 0.14% | 50 |
|
|
2022
Q1 | $290K | Buy |
11,548
+197
| +2% | +$4.95K | 0.26% | 45 |
|
|
2021
Q4 | $294K | Buy |
11,351
+1,532
| +16% | +$39.7K | 0.24% | 45 |
|
|
2021
Q3 | $258K | Buy |
9,819
+3,634
| +59% | +$95.5K | 0.22% | 45 |
|
|
2021
Q2 | $163K | Buy |
6,185
+116
| +2% | +$3.06K | 0.15% | 46 |
|
|
2021
Q1 | $160K | Buy |
+6,069
| New | +$160K | 0.15% | 46 |
|