Atria Wealth Solutions’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 |
-381,398
| Closed | -$9.62M | – | 2089 |
|
|
2024
Q3 | $9.62M | Buy |
381,398
+11,170
| +3% | +$282K | 0.1% | 200 |
|
|
2024
Q2 | $9.3M | Buy |
370,228
+53,913
| +17% | +$1.35M | 0.1% | 202 |
|
|
2024
Q1 | $7.92M | Buy |
316,315
+16,249
| +5% | +$407K | 0.09% | 237 |
|
|
2023
Q4 | $7.47M | Buy |
300,066
+50,984
| +20% | +$1.27M | 0.09% | 220 |
|
|
2023
Q3 | $6.16M | Buy |
249,082
+11,526
| +5% | +$285K | 0.09% | 242 |
|
|
2023
Q2 | $5.85M | Sell |
237,556
-13,025
| -5% | -$321K | 0.08% | 243 |
|
|
2023
Q1 | $6.16M | Buy |
250,581
+218,091
| +671% | +$5.36M | 0.09% | 221 |
|
|
2022
Q4 | $793K | Buy |
32,490
+7,986
| +33% | +$195K | 0.01% | 863 |
|
|
2022
Q3 | $597K | Sell |
24,504
-71,171
| -74% | -$1.73M | 0.01% | 928 |
|
|
2022
Q2 | $2.37M | Buy |
+95,675
| New | +$2.37M | 0.04% | 374 |
|