Foundation Wealth Management (Missouri)’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 |
-91,714
| Closed | -$2.31M | – | 47 |
|
|
2024
Q3 | $2.31M | Sell |
91,714
-428
| -0.5% | -$10.8K | 1.75% | 14 |
|
|
2024
Q2 | $2.32M | Sell |
92,142
-3,337
| -3% | -$83.9K | 1.81% | 14 |
|
|
2024
Q1 | $2.39M | Buy |
+95,479
| New | +$2.39M | 1.95% | 14 |
|
|
2023
Q4 | – | Hold |
0
| – | -$2.54M | – | 13 |
|
|
2023
Q3 | – | Hold |
0
| – | -$2.49M | – | 13 |
|
|
2023
Q2 | – | Hold |
0
| – | -$2.5M | – | 14 |
|
|
2023
Q1 | – | Hold |
0
| – | -$2.61M | – | 14 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 14 |
|