HWM
IBDP
Horizons 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
Q4 | – | Sell |
-10,528
| Closed | -$265K | – | 175 |
|
|
2024
Q3 | $265K | Sell |
10,528
-1,438
| -12% | -$36.3K | 0.2% | 56 |
|
|
2024
Q2 | $301K | Sell |
11,966
-992
| -8% | -$24.9K | 0.24% | 50 |
|
|
2024
Q1 | $323K | Hold |
12,958
| – | – | 0.21% | 50 |
|
|
2023
Q4 | $323K | Buy |
12,958
+1,459
| +13% | +$36.3K | 0.21% | 50 |
|
|
2023
Q3 | $284K | Buy |
11,499
+61
| +0.5% | +$1.51K | 0.21% | 57 |
|
|
2023
Q2 | $282K | Hold |
11,438
| – | – | 0.2% | 54 |
|
|
2023
Q1 | $281K | Hold |
11,438
| – | – | 0.21% | 50 |
|
|
2022
Q4 | $279K | Buy |
11,438
+570
| +5% | +$13.9K | 0.22% | 46 |
|
|
2022
Q3 | $265K | Hold |
10,868
| – | – | 0.24% | 42 |
|
|
2022
Q2 | $270K | Buy |
+10,868
| New | +$270K | 0.22% | 44 |
|