Creative Planning’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 |
-125,734
| Closed | -$3.17M | – | 3666 |
|
|
2024
Q3 | $3.17M | Sell |
125,734
-417,730
| -77% | -$10.5M | ﹤0.01% | 834 |
|
|
2024
Q2 | $13.7M | Sell |
543,464
-1,629
| -0.3% | -$40.9K | 0.01% | 337 |
|
|
2024
Q1 | $13.7M | Buy |
545,093
+93,748
| +21% | +$2.35M | 0.02% | 330 |
|
|
2023
Q4 | $11.2M | Buy |
451,345
+57,590
| +15% | +$1.43M | 0.02% | 355 |
|
|
2023
Q3 | $9.74M | Buy |
393,755
+50,255
| +15% | +$1.24M | 0.01% | 358 |
|
|
2023
Q2 | $8.46M | Buy |
343,500
+82,055
| +31% | +$2.02M | 0.01% | 385 |
|
|
2023
Q1 | $6.43M | Buy |
261,445
+133,332
| +104% | +$3.28M | 0.01% | 439 |
|
|
2022
Q4 | $3.13M | Buy |
128,113
+31,903
| +33% | +$779K | ﹤0.01% | 600 |
|
|
2022
Q3 | $2.34M | Buy |
96,210
+46,121
| +92% | +$1.12M | ﹤0.01% | 644 |
|
|
2022
Q2 | $1.24M | Buy |
+50,089
| New | +$1.24M | ﹤0.01% | 878 |
|