HWA
IBDP
HHM 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 | – | Sell |
-3,700
| Closed | -$93.3K | – | 1047 |
|
|
2024
Q3 | $93.3K | Hold |
3,700
| – | – | 0.01% | 254 |
|
|
2024
Q2 | $93K | Hold |
3,700
| – | – | 0.01% | 257 |
|
|
2024
Q1 | $92.7K | Hold |
3,700
| – | – | 0.02% | 217 |
|
|
2023
Q4 | $92.2K | Hold |
3,700
| – | – | 0.02% | 213 |
|
|
2023
Q3 | $91.5K | Hold |
3,700
| – | – | 0.02% | 202 |
|
|
2023
Q2 | $91.1K | Hold |
3,700
| – | – | 0.02% | 210 |
|
|
2023
Q1 | $91K | Buy |
+3,700
| New | +$91K | 0.02% | 208 |
|