FWM
IBDP
Fairhaven 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
Q4 | – | Sell |
-37,261
| Closed | -$939K | – | 131 |
|
|
2024
Q3 | $939K | Buy |
37,261
+3,093
| +9% | +$78K | 0.29% | 47 |
|
|
2024
Q2 | $859K | Buy |
34,168
+2,526
| +8% | +$63.5K | 0.28% | 48 |
|
|
2024
Q1 | $793K | Sell |
31,642
-3,499
| -10% | -$87.7K | 0.27% | 47 |
|
|
2023
Q4 | $875K | Buy |
35,141
+738
| +2% | +$18.4K | 0.32% | 43 |
|
|
2023
Q3 | $851K | Buy |
34,403
+120
| +0.4% | +$2.97K | 0.34% | 43 |
|
|
2023
Q2 | $844K | Buy |
+34,283
| New | +$844K | 0.32% | 43 |
|