Alterna Wealth Management’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 |
-61,984
| Closed | -$1.56M | – | 118 |
|
|
2024
Q3 | $1.56M | Hold |
61,984
| – | – | 1.4% | 19 |
|
|
2024
Q2 | $1.56M | Buy |
61,984
+31,860
| +106% | +$801K | 1.36% | 21 |
|
|
2024
Q1 | $755K | Buy |
30,124
+5,688
| +23% | +$142K | 0.61% | 39 |
|
|
2023
Q4 | $609K | Buy |
24,436
+5,620
| +30% | +$140K | 0.73% | 39 |
|
|
2023
Q3 | $465K | Buy |
+18,816
| New | +$465K | 0.59% | 46 |
|
|
2023
Q2 | – | Hold |
0
| – | -$463K | – | 45 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 45 |
|