Laidlaw Wealth Management’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
Q1 | – | Sell |
-9,500
| Closed | -$237K | – | 246 |
|
|
2023
Q4 | $237K | Hold |
9,500
| – | – | 0.09% | 214 |
|
|
2023
Q3 | $235K | Buy |
+9,500
| New | +$235K | 0.08% | 235 |
|
|
2023
Q2 | – | Sell |
-9,500
| Closed | -$234K | – | 377 |
|
|
2023
Q1 | $234K | Hold |
9,500
| – | – | 0.05% | 305 |
|
|
2022
Q4 | $232K | Buy |
+9,500
| New | +$232K | 0.05% | 308 |
|
|
2022
Q3 | – | Sell |
-9,500
| Closed | -$235K | – | 381 |
|
|
2022
Q2 | $235K | Hold |
9,500
| – | – | 0.05% | 315 |
|
|
2022
Q1 | $238K | Hold |
9,500
| – | – | 0.04% | 337 |
|
|
2021
Q4 | $246K | Hold |
9,500
| – | – | 0.04% | 343 |
|
|
2021
Q3 | $250K | Hold |
9,500
| – | – | 0.06% | 207 |
|
|
2021
Q2 | $251K | Hold |
9,500
| – | – | 0.06% | 213 |
|
|
2021
Q1 | $251K | Hold |
9,500
| – | – | 0.09% | 182 |
|
|
2020
Q4 | $253K | Hold |
9,500
| – | – | 0.05% | 297 |
|
|
2020
Q3 | $251K | Buy |
+9,500
| New | +$251K | 0.11% | 176 |
|