Cornerstone Wealth Management’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
Q4 | – | Sell |
-21,443
| Closed | -$541K | – | 606 |
|
|
2024
Q3 | $541K | Buy |
21,443
+942
| +5% | +$23.7K | 0.04% | 335 |
|
|
2024
Q2 | $515K | Sell |
20,501
-1,233
| -6% | -$31K | 0.04% | 326 |
|
|
2024
Q1 | $544K | Buy |
21,734
+377
| +2% | +$9.44K | 0.04% | 318 |
|
|
2023
Q4 | $532K | Buy |
21,357
+439
| +2% | +$10.9K | 0.05% | 310 |
|
|
2023
Q3 | $517K | Buy |
20,918
+2,221
| +12% | +$54.9K | 0.05% | 297 |
|
|
2023
Q2 | $460K | Buy |
18,697
+1,155
| +7% | +$28.4K | 0.04% | 320 |
|
|
2023
Q1 | $431K | Buy |
+17,542
| New | +$431K | 0.04% | 307 |
|