BWM
IBDP
BCS Wealth Management’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 |
-29,465
| Closed | -$743K | – | 270 |
|
|
2024
Q3 | $743K | Hold |
29,465
| – | – | 0.32% | 65 |
|
|
2024
Q2 | $740K | Hold |
29,465
| – | – | 0.36% | 62 |
|
|
2024
Q1 | $738K | Buy |
29,465
+17,300
| +142% | +$433K | 0.24% | 95 |
|
|
2023
Q4 | $303K | Buy |
+12,165
| New | +$303K | 0.11% | 166 |
|