APW
IBDP

Austin Private Wealth’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Austin Private Wealth’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Hold
0
– -$1.38M – 269
2024
Q3 		– Sell
-54,600
Closed -$1.37M – 61
2024
Q2 		$1.37M Buy
54,600
+4,916
+10% +$124K 0.15% 57
2024
Q1 		$1.24M Buy
49,684
+10,544
+27% +$264K 0.14% 65
2023
Q4 		$975K Buy
+39,140
New +$975K 0.12% 66