CTWM
IBDP
Cherry Tree 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-77,179
| Closed | -$1.95M | – | 654 |
|
|
2024
Q3 | $1.95M | Sell |
77,179
-319
| -0.4% | -$8.04K | 0.46% | 47 |
|
|
2024
Q2 | $1.95M | Hold |
77,498
| – | – | 0.49% | 46 |
|
|
2024
Q1 | $1.94M | Buy |
77,498
+4,213
| +6% | +$106K | 0.49% | 45 |
|
|
2023
Q4 | $1.83M | Buy |
73,285
+7,141
| +11% | +$178K | 0.49% | 43 |
|
|
2023
Q3 | $1.64M | Buy |
66,144
+1,373
| +2% | +$34K | 0.48% | 39 |
|
|
2023
Q2 | $1.59M | Buy |
+64,771
| New | +$1.59M | 0.46% | 39 |
|