FMWA
IBDP
Forvis Mazars Wealth Advisors’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 | – | Hold |
0
| – | – | – | 438 |
|
|
2024
Q3 | – | Sell |
-24,184
| Closed | -$608K | – | 288 |
|
|
2024
Q2 | $608K | Buy |
+24,184
| New | +$608K | 0.02% | 266 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 260 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 252 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 245 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 267 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 234 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 225 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 230 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 219 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 163 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 121 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 102 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 99 |
|
|
2021
Q1 | – | Sell |
-68,298
| Closed | -$1.82M | – | 99 |
|
|
2020
Q4 | $1.82M | Hold |
68,298
| – | – | 0.09% | 103 |
|
|
2020
Q3 | $1.81M | Buy |
68,298
+1,885
| +3% | +$49.8K | 0.11% | 93 |
|
|
2020
Q2 | $1.75M | Sell |
66,413
-5,225
| -7% | -$138K | 0.11% | 92 |
|
|
2020
Q1 | $1.77M | Buy |
+71,638
| New | +$1.77M | 0.15% | 74 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 93 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 90 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 98 |
|