Gladstone Institutional Advisory’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 |
-10,204
| Closed | -$257K | – | 753 |
|
|
2024
Q3 | $257K | Buy |
10,204
+7
| +0.1% | +$176 | 0.01% | 598 |
|
|
2024
Q2 | $256K | Sell |
10,197
-136
| -1% | -$3.42K | 0.01% | 572 |
|
|
2024
Q1 | $259K | Sell |
10,333
-57
| -0.5% | -$1.43K | 0.01% | 559 |
|
|
2023
Q4 | $259K | Buy |
+10,390
| New | +$259K | 0.01% | 560 |
|
|
2023
Q3 | – | Hold |
0
| – | -$267K | – | 522 |
|
|
2023
Q2 | – | Hold |
0
| – | -$266K | – | 538 |
|
|
2023
Q1 | – | Hold |
0
| – | -$256K | – | 554 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 543 |
|