Arkadios Wealth Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,509
| Closed | -$315K | – | 996 |
|
|
2024
Q3 | $315K | Buy |
+12,509
| New | +$315K | 0.02% | 685 |
|
|
2021
Q3 | – | Sell |
-115
| Closed | -$3K | – | 2095 |
|
|
2021
Q2 | $3K | Hold |
115
| – | – | ﹤0.01% | 1836 |
|
|
2021
Q1 | $3K | Buy |
+115
| New | +$3K | ﹤0.01% | 1490 |
|