Focus Partners Wealth
IBDP

Focus Partners Wealth’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Focus Partners Wealth’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-523,091
Closed -$13.2M – 1941
2024
Q3 		$13.2M Sell
523,091
-23,220
-4% -$585K 0.04% 351
2024
Q2 		$13.7M Buy
546,311
+536,452
+5,441% +$13.5M 0.05% 305
2024
Q1 		$247K Sell
9,859
-400
-4% -$10K ﹤0.01% 886
2023
Q4 		$256K Buy
+10,259
New +$256K ﹤0.01% 702