CWM
IBDP
Centric 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
Q3 | – | Sell |
-109,361
| Closed | -$2.69M | – | 133 |
|
|
2023
Q2 | $2.69M | Buy |
109,361
+2,467
| +2% | +$60.6K | 1.07% | 20 |
|
|
2023
Q1 | $2.63M | Sell |
106,894
-14,626
| -12% | -$360K | 1.14% | 20 |
|
|
2022
Q4 | $2.97M | Sell |
121,520
-39,635
| -25% | -$968K | 1.5% | 13 |
|
|
2022
Q3 | $3.92M | Buy |
+161,155
| New | +$3.92M | 1.56% | 8 |
|