EP Wealth Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $6.78M | Sell |
|
|||||
|
2024
Q2 | $6.96M | Sell |
|
|||||
|
2024
Q1 | $7.08M | Sell |
|
|||||
|
2023
Q4 | $7.14M | Buy |
|
|||||
|
2023
Q3 | $6.64M | Sell |
|
|||||
|
2023
Q2 | $6.63M | Buy |
|
|||||
|
2023
Q1 | $9.91M | Buy |
|
|||||
|
2022
Q4 | $2.69M | Sell |
|
|||||
|
2022
Q3 | $2.98M | Sell |
|
|||||
|
2022
Q2 | $3.25M | Sell |
|
|||||
|
2022
Q1 | $3.58M | Sell |
|
|||||
|
2021
Q4 | $3.9M | Sell |
|
|||||
|
2021
Q3 | $4.04M | Sell |
|
|||||
|
2021
Q2 | $4.13M | Sell |
|
|||||
|
2021
Q1 | $4.2M | Sell |
|
|||||
|
2020
Q4 | $4.35M | Buy |
|
|||||
|
2020
Q3 | – | Hold |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $4.33M | Buy |
|
|||||
|
2019
Q4 | $3.53M | Buy |
|