CWM
IBDP
Curi Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20,643
| Closed | -$514K | – | 158 |
|
|
2023
Q4 | $514K | Sell |
20,643
-2,343
| -10% | -$58.4K | 0.07% | 87 |
|
|
2023
Q3 | $568K | Sell |
22,986
-582
| -2% | -$14.4K | 0.09% | 79 |
|
|
2023
Q2 | $580K | Buy |
+23,568
| New | +$580K | 0.08% | 88 |
|
|
2023
Q1 | – | Sell |
-25,954
| Closed | -$634K | – | 93 |
|
|
2022
Q4 | $634K | Sell |
25,954
-1,352
| -5% | -$33K | 0.09% | 105 |
|
|
2022
Q3 | $665K | Buy |
+27,306
| New | +$665K | 0.11% | 96 |
|