Johnson Bixby & Associates’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 |
-10,568
| Closed | -$266K | – | 123 |
|
2024
Q3 | $266K | Buy |
10,568
+118
| +1% | +$2.98K | 0.04% | 99 |
|
2024
Q2 | $263K | Buy |
10,450
+105
| +1% | +$2.64K | 0.04% | 94 |
|
2024
Q1 | $259K | Sell |
10,345
-13,028
| -56% | -$326K | 0.05% | 95 |
|
2023
Q4 | $582K | Buy |
23,373
+11,053
| +90% | +$275K | 0.11% | 56 |
|
2023
Q3 | $305K | Buy |
+12,320
| New | +$305K | 0.06% | 77 |
|