Buffington Mohr McNeal’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 |
-46,607
| Closed | -$1.17M | – | 139 |
|
|
2024
Q3 | $1.17M | Sell |
46,607
-822
| -2% | -$20.7K | 0.19% | 67 |
|
|
2024
Q2 | $1.19M | Buy |
47,429
+1,198
| +3% | +$30.1K | 0.21% | 58 |
|
|
2024
Q1 | $1.16M | Sell |
46,231
-1,953
| -4% | -$48.9K | 0.21% | 60 |
|
|
2023
Q4 | $1.2M | Sell |
48,184
-46,176
| -49% | -$1.15M | 0.24% | 58 |
|
|
2023
Q3 | $2.33M | Sell |
94,360
-43,147
| -31% | -$1.07M | 0.53% | 43 |
|
|
2023
Q2 | $3.39M | Sell |
137,507
-947
| -0.7% | -$23.3K | 0.73% | 36 |
|
|
2023
Q1 | $3.4M | Buy |
138,454
+23,623
| +21% | +$581K | 0.78% | 35 |
|
|
2022
Q4 | $2.8M | Buy |
114,831
+38,812
| +51% | +$948K | 0.65% | 40 |
|
|
2022
Q3 | $1.85M | Buy |
76,019
+24,644
| +48% | +$600K | 0.45% | 45 |
|
|
2022
Q2 | $1.27M | Buy |
51,375
+17,960
| +54% | +$445K | 0.28% | 59 |
|
|
2022
Q1 | $839K | Buy |
33,415
+18,513
| +124% | +$465K | 0.16% | 82 |
|
|
2021
Q4 | $386K | Buy |
+14,902
| New | +$386K | 0.07% | 113 |
|