Baron Silver Stevens Financial Advisors’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 |
-19,669
| Closed | -$496K | – | 133 |
|
2024
Q3 | $496K | Buy |
+19,669
| New | +$496K | 0.09% | 69 |
|
2024
Q2 | – | Hold |
0
| – | -$489K | – | 69 |
|
2024
Q1 | – | Hold |
0
| – | -$495K | – | 70 |
|
2023
Q4 | – | Hold |
0
| – | -$391K | – | 65 |
|
2023
Q3 | – | Hold |
0
| – | -$389K | – | 66 |
|
2023
Q2 | – | Hold |
0
| – | – | – | 66 |
|
2023
Q1 | – | Hold |
0
| – | -$212K | – | 107 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 92 |
|