Heck Capital Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-76,473
| Closed | -$1.93M | – | 249 |
|
|
2024
Q3 | $1.93M | Sell |
76,473
-33,309
| -30% | -$837K | 0.22% | 64 |
|
|
2024
Q2 | $2.76M | Sell |
109,782
-2,529
| -2% | -$63.4K | 0.34% | 58 |
|
|
2024
Q1 | $2.81M | Sell |
112,311
-2,755
| -2% | -$68.8K | 0.43% | 50 |
|
|
2023
Q4 | $2.87M | Sell |
115,066
-11,220
| -9% | -$278K | 0.47% | 48 |
|
|
2023
Q3 | $3.12M | Sell |
126,286
-9,856
| -7% | -$243K | 0.58% | 47 |
|
|
2023
Q2 | $3.35M | Sell |
136,142
-5,993
| -4% | -$147K | 0.58% | 44 |
|
|
2023
Q1 | $3.5M | Sell |
142,135
-1,744
| -1% | -$42.8K | 0.67% | 38 |
|
|
2022
Q4 | $3.51M | Sell |
143,879
-11,646
| -7% | -$284K | 0.68% | 39 |
|
|
2022
Q3 | $3.79M | Sell |
155,525
-8,308
| -5% | -$205K | 0.78% | 37 |
|
|
2022
Q2 | $4.05M | Buy |
+163,833
| New | +$4.07M | 0.82% | 37 |
|