EWM
IBDP

Endowment Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Endowment Wealth Management’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
2024
Q3 		$2.79M Sell
2024
Q2 		$2.87M Buy
2024
Q1 		$2.85M Buy
2023
Q4 		$2.11M Buy
2023
Q3 		$1.81M Buy
2023
Q2 		$854K Buy
2023
Q1 		$479K Buy