BWM
IBDP
BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $914K | Sell |
37,131
-6,841
| -16% | -$168K | 0.09% | 136 |
|
|
2023
Q1 | $1.08M | Hold |
43,972
| – | – | 0.11% | 125 |
|
|
2022
Q4 | $1.07M | Buy |
43,972
+7,242
| +20% | +$177K | 0.12% | 123 |
|
|
2022
Q3 | $894K | Sell |
36,730
-1,730
| -4% | -$42.1K | 0.11% | 127 |
|
|
2022
Q2 | $952K | Buy |
38,460
+11,995
| +45% | +$297K | 0.11% | 129 |
|
|
2022
Q1 | $664K | Buy |
26,465
+2,400
| +10% | +$60.2K | 0.07% | 162 |
|
|
2021
Q4 | $624K | Buy |
24,065
+1,920
| +9% | +$49.8K | 0.07% | 171 |
|
|
2021
Q3 | $582K | Hold |
22,145
| – | – | 0.07% | 166 |
|
|
2021
Q2 | $584K | Buy |
22,145
+3,783
| +21% | +$99.8K | 0.07% | 165 |
|
|
2021
Q1 | $485K | Buy |
18,362
+780
| +4% | +$20.6K | 0.06% | 169 |
|
|
2020
Q4 | $467K | Buy |
17,582
+4,073
| +30% | +$108K | 0.07% | 167 |
|
|
2020
Q3 | $357K | Buy |
13,509
+4,975
| +58% | +$131K | 0.06% | 182 |
|
|
2020
Q2 | $225K | Hold |
8,534
| – | – | 0.04% | 208 |
|
|
2020
Q1 | $211K | Hold |
8,534
| – | – | 0.04% | 202 |
|
|
2019
Q4 | $219K | Hold |
8,534
| – | – | 0.04% | 218 |
|
|
2019
Q3 | $219K | Hold |
8,534
| – | – | 0.04% | 197 |
|
|
2019
Q2 | $217K | Hold |
8,534
| – | – | 0.04% | 202 |
|
|
2019
Q1 | $212K | Hold |
8,534
| – | – | 0.04% | 206 |
|
|
2018
Q4 | $204K | Buy |
8,534
+3
| +0% | +$72 | 0.05% | 182 |
|
|
2018
Q3 | $206K | Buy |
8,531
+1,338
| +19% | +$32.3K | 0.04% | 199 |
|
|
2018
Q2 | $173K | Buy |
+7,193
| New | +$173K | 0.04% | 208 |
|