BAM
IBDP
Beaumont Asset 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 |
-186,394
| Closed | -$4.7M | – | 66 |
|
|
2024
Q3 | $4.7M | Buy |
186,394
+96,971
| +108% | +$2.44M | 2.73% | 7 |
|
|
2024
Q2 | $2.25M | Buy |
89,423
+34,537
| +63% | +$868K | 1.44% | 15 |
|
|
2024
Q1 | $1.37M | Buy |
54,886
+10,230
| +23% | +$256K | 0.91% | 20 |
|
|
2023
Q4 | $1.11M | Buy |
+44,656
| New | +$1.11M | 0.78% | 26 |
|