CA
IBDP

Clearstead Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Clearstead Advisors’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-39,762
Closed -$1M – 2203
2024
Q3 		$1M Sell
39,762
-5,819
-13% -$147K 0.02% 419
2024
Q2 		$1.15M Buy
+45,581
New +$1.15M 0.02% 365