GBWM
IBDP
Granite Bay Wealth Management’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
Q2 | – | Sell |
-12,000
| Closed | -$301K | – | 84 |
|
|
2024
Q1 | $301K | Sell |
12,000
-795,500
| -99% | -$20M | 0.17% | 62 |
|
|
2023
Q4 | $20M | Sell |
807,500
-358,000
| -31% | -$8.87M | 0.18% | 57 |
|
|
2023
Q3 | $28.7M | Buy |
1,165,500
+1,147,000
| +6,200% | +$28.3M | 0.28% | 47 |
|
|
2023
Q2 | $455K | Hold |
18,500
| – | – | 0.42% | 31 |
|
|
2023
Q1 | $455K | Hold |
18,500
| – | – | 0.32% | 45 |
|
|
2022
Q4 | $452K | Buy |
18,500
+4,000
| +28% | +$97.7K | 0.29% | 37 |
|
|
2022
Q3 | $353K | Buy |
+14,500
| New | +$353K | 0.28% | 42 |
|