Cannon Financial Strategists’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 |
-39,521
| Closed | -$996K | – | 101 |
|
|
2024
Q3 | $996K | Buy |
39,521
+443
| +1% | +$11.2K | 0.17% | 47 |
|
|
2024
Q2 | $982K | Buy |
39,078
+393
| +1% | +$9.88K | 0.19% | 40 |
|
|
2024
Q1 | $969K | Buy |
38,685
+1,648
| +4% | +$41.3K | 0.19% | 41 |
|
|
2023
Q4 | $923K | Buy |
37,037
+393
| +1% | +$9.79K | 0.2% | 39 |
|
|
2023
Q3 | $906K | Buy |
36,644
+276
| +0.8% | +$6.83K | 0.23% | 38 |
|
|
2023
Q2 | $895K | Buy |
+36,368
| New | +$895K | 0.25% | 39 |
|