Farther Finance Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-23,952
| Closed | -$604K | – | 4194 |
|
|
2024
Q3 | $604K | Buy |
23,952
+3,441
| +17% | +$86.7K | 0.02% | 517 |
|
|
2024
Q2 | $514K | Buy |
20,511
+398
| +2% | +$9.97K | 0.02% | 471 |
|
|
2024
Q1 | $503K | Buy |
20,113
+491
| +3% | +$12.3K | 0.03% | 394 |
|
|
2023
Q4 | $489K | Buy |
19,622
+18,210
| +1,290% | +$454K | 0.04% | 357 |
|
|
2023
Q3 | $34.9K | Hold |
1,412
| – | – | 0.01% | 907 |
|
|
2023
Q2 | $34.8K | Buy |
1,412
+960
| +212% | +$23.6K | 0.01% | 788 |
|
|
2023
Q1 | $11.1K | Buy |
+452
| New | +$11.1K | ﹤0.01% | 1080 |
|