BerganKDV Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $914K | Sell |
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|
2023
Q1 | $1.08M | Hold |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $894K | Sell |
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|
2022
Q2 | $952K | Buy |
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|
2022
Q1 | $664K | Buy |
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|
2021
Q4 | $624K | Buy |
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|
2021
Q3 | $582K | Hold |
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|
2021
Q2 | $584K | Buy |
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|
2021
Q1 | $485K | Buy |
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|
2020
Q4 | $467K | Buy |
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|
2020
Q3 | $357K | Buy |
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|
2020
Q2 | $225K | Hold |
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|
2020
Q1 | $211K | Hold |
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|
2019
Q4 | $219K | Hold |
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|
2019
Q3 | $219K | Hold |
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|
2019
Q2 | $217K | Hold |
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|
2019
Q1 | $212K | Hold |
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|
2018
Q4 | $204K | Buy |
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|
2018
Q3 | $206K | Buy |
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|
2018
Q2 | $173K | Buy |
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