EWS
IBDP
Evergreen Wealth Solutions’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
Q4 | – | Sell |
-89,374
| Closed | -$2.25M | – | 119 |
|
|
2024
Q3 | $2.25M | Buy |
89,374
+10,663
| +14% | +$269K | 1.53% | 9 |
|
|
2024
Q2 | $1.98M | Buy |
78,711
+10,651
| +16% | +$268K | 1.4% | 11 |
|
|
2024
Q1 | $1.7M | Buy |
68,060
+5,656
| +9% | +$142K | 1.26% | 12 |
|
|
2023
Q4 | $1.55M | Buy |
62,404
+7,248
| +13% | +$181K | 1.33% | 17 |
|
|
2023
Q3 | $1.36M | Buy |
55,156
+5,677
| +11% | +$140K | 1.38% | 19 |
|
|
2023
Q2 | $1.22M | Buy |
49,479
+1,906
| +4% | +$46.9K | 1.23% | 22 |
|
|
2023
Q1 | $1.17M | Buy |
+47,573
| New | +$1.17M | 1.35% | 27 |
|