IWM
IBDP

Integrated Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Integrated Wealth Management’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-4,179
Closed -$107K – 1048
2016
Q3 		$107K Hold
4,179
– – 0.04% 312
2016
Q2 		$107K Hold
4,179
– – 0.04% 306
2016
Q1 		$104K Buy
4,179
+845
+25% +$21K 0.04% 276
2015
Q4 		$80K Buy
+3,334
New +$80K 0.03% 316