Bartlett & Co 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 |
-5,125
| Closed | -$129K | – | 1157 |
|
|
2024
Q3 | $129K | Hold |
5,125
| – | – | ﹤0.01% | 506 |
|
|
2024
Q2 | $129K | Hold |
5,125
| – | – | ﹤0.01% | 501 |
|
|
2024
Q1 | $128K | Hold |
5,125
| – | – | ﹤0.01% | 518 |
|
|
2023
Q4 | $128K | Hold |
5,125
| – | – | ﹤0.01% | 542 |
|
|
2023
Q3 | $127K | Buy |
5,125
+700
| +16% | +$17.3K | ﹤0.01% | 511 |
|
|
2023
Q2 | $109K | Buy |
+4,425
| New | +$109K | ﹤0.01% | 528 |
|