Householder Group Estate & Retirement Specialist’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 |
-451
| Closed | -$11K | – | 1288 |
|
|
2024
Q3 | $11K | Buy |
451
+6
| +1% | +$146 | ﹤0.01% | 801 |
|
|
2024
Q2 | $11K | Sell |
445
-656
| -60% | -$16.2K | ﹤0.01% | 805 |
|
|
2024
Q1 | $27.6K | Sell |
1,101
-867
| -44% | -$21.7K | 0.01% | 592 |
|
|
2023
Q4 | $49K | Sell |
1,968
-938
| -32% | -$23.4K | 0.02% | 465 |
|
|
2023
Q3 | $71.9K | Buy |
+2,906
| New | +$71.9K | 0.03% | 382 |
|
|
2023
Q1 | $71K | Buy |
+2,886
| New | +$71K | 0.03% | 370 |
|
|
2022
Q4 | – | Sell |
-5,190
| Closed | -$126K | – | 1210 |
|
|
2022
Q3 | $126K | Buy |
+5,190
| New | +$126K | 0.05% | 230 |
|