CPW
IBDP

Crestmont Private Wealth’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Crestmont Private Wealth’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
-42,264
Closed -$1.07M – 121
2024
Q3 		$1.07M Buy
42,264
+956
+2% +$24.1K 0.47% 12
2024
Q2 		$1.04M Buy
41,308
+5,258
+15% +$132K 0.5% 14
2024
Q1 		$903K Buy
+36,050
New +$903K 0.45% 13