LMKC
IBDP
L.M. Kohn & Company’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,132
| Closed | -$331K | – | 299 |
|
|
2024
Q3 | $331K | Buy |
13,132
+3,046
| +30% | +$76.8K | 0.08% | 195 |
|
|
2024
Q2 | $253K | Sell |
10,086
-2,900
| -22% | -$72.9K | 0.07% | 219 |
|
|
2024
Q1 | $325K | Buy |
12,986
+2,186
| +20% | +$54.8K | 0.09% | 194 |
|
|
2023
Q4 | $269K | Buy |
10,800
+1,300
| +14% | +$32.4K | 0.09% | 191 |
|
|
2023
Q3 | $235K | Buy |
+9,500
| New | +$235K | 0.09% | 200 |
|