KPP Advisory Services’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 |
-14,050
| Closed | -$354K | – | 273 |
|
|
2024
Q3 | $354K | Hold |
14,050
| – | – | 0.09% | 176 |
|
|
2024
Q2 | $353K | Sell |
14,050
-1,409
| -9% | -$35.4K | 0.09% | 165 |
|
|
2024
Q1 | $387K | Buy |
+15,459
| New | +$387K | 0.11% | 155 |
|
|
2023
Q4 | – | Sell |
-12,050
| Closed | -$298K | – | 228 |
|
|
2023
Q3 | $298K | Buy |
+12,050
| New | +$298K | 0.1% | 154 |
|