CFS Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $333K | Sell |
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|
2024
Q2 | $355K | Sell |
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|
2024
Q1 | $508K | Sell |
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|
2023
Q4 | $551K | Sell |
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|
2023
Q3 | $785K | Sell |
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|
2023
Q2 | $823K | Sell |
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|
2023
Q1 | $886K | Buy |
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|
2022
Q4 | $860K | Sell |
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|
2022
Q3 | $934K | Buy |
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|
2022
Q2 | $794K | Sell |
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|
2022
Q1 | $32K | Buy |
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|
2021
Q4 | $934K | Sell |
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|
2021
Q3 | $961K | Buy |
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