Colton Groome Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,200
| Closed | -$203K | – | 134 |
|
|
2023
Q3 | $203K | Hold |
8,200
| – | – | 0.1% | 108 |
|
|
2023
Q2 | $202K | Sell |
8,200
-1,000
| -11% | -$24.6K | 0.09% | 117 |
|
|
2023
Q1 | $226K | Hold |
9,200
| – | – | 0.11% | 112 |
|
|
2022
Q4 | $225K | Hold |
9,200
| – | – | 0.11% | 117 |
|
|
2022
Q3 | $224K | Hold |
9,200
| – | – | 0.11% | 106 |
|
|
2022
Q2 | $228K | Hold |
9,200
| – | – | 0.11% | 101 |
|
|
2022
Q1 | $231K | Buy |
+9,200
| New | +$231K | 0.11% | 96 |
|