J.W. Cole Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Hold
0
-$220K 827
2023
Q1
Hold
0
-$219K 701
2022
Q4
Sell
-13,728
Closed -$334K 657
2022
Q3
$334K Buy
+13,728
New +$334K 0.03% 501