Evensky & Katz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-120
| Closed | -$3K | – | 88 |
|
|
2023
Q3 | $3K | Sell |
120
-2,331
| -95% | -$58.3K | ﹤0.01% | 86 |
|
|
2023
Q2 | $60K | Buy |
2,451
+12
| +0.5% | +$294 | ﹤0.01% | 78 |
|
|
2023
Q1 | $60K | Sell |
2,439
-115
| -5% | -$2.83K | ﹤0.01% | 77 |
|
|
2022
Q4 | $62K | Sell |
2,554
-525
| -17% | -$12.7K | 0.01% | 77 |
|
|
2022
Q3 | $75K | Sell |
3,079
-2,080
| -40% | -$50.7K | 0.01% | 72 |
|
|
2022
Q2 | $128K | Sell |
5,159
-1,345,623
| -100% | -$33.4M | 0.01% | 67 |
|
|
2022
Q1 | $33.9M | Buy |
1,350,782
+886,554
| +191% | +$22.3M | 3.35% | 12 |
|
|
2021
Q4 | $12M | Buy |
+464,228
| New | +$12M | 1.16% | 19 |
|