Childress Capital Advisors’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
Q3 | – | Sell |
-12,461
| Closed | -$313K | – | 241 |
|
|
2024
Q2 | $313K | Hold |
12,461
| – | – | 0.09% | 150 |
|
|
2024
Q1 | $312K | Buy |
12,461
+349
| +3% | +$8.74K | 0.09% | 144 |
|
|
2023
Q4 | $302K | Sell |
12,112
-24
| -0.2% | -$598 | 0.09% | 138 |
|
|
2023
Q3 | $300K | Buy |
+12,136
| New | +$300K | 0.1% | 124 |
|
|
2021
Q4 | – | Sell |
-10,875
| Closed | -$285K | – | 186 |
|
|
2021
Q3 | $285K | Hold |
10,875
| – | – | 0.12% | 142 |
|
|
2021
Q2 | $286K | Hold |
10,875
| – | – | 0.13% | 120 |
|
|
2021
Q1 | $286K | Buy |
+10,875
| New | +$286K | 0.13% | 127 |
|