Lee Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-26,920
| Closed | -$656K | – | 1002 |
|
|
2022
Q3 | $656K | Hold |
26,920
| – | – | 0.12% | 80 |
|
|
2022
Q2 | $666K | Hold |
26,920
| – | – | 0.12% | 79 |
|
|
2022
Q1 | $676K | Hold |
26,920
| – | – | 0.12% | 84 |
|
|
2021
Q4 | $698K | Hold |
26,920
| – | – | 0.13% | 79 |
|
|
2021
Q3 | $708K | Hold |
26,920
| – | – | 0.15% | 77 |
|
|
2021
Q2 | $710K | Hold |
26,920
| – | – | 0.15% | 75 |
|
|
2021
Q1 | $710K | Hold |
26,920
| – | – | 0.17% | 71 |
|
|
2020
Q4 | $716K | Hold |
26,920
| – | – | 0.19% | 68 |
|
|
2020
Q3 | $712K | Hold |
26,920
| – | – | 0.2% | 70 |
|
|
2020
Q2 | $710K | Hold |
26,920
| – | – | 0.2% | 73 |
|
|
2020
Q1 | $665K | Hold |
26,920
| – | – | 0.22% | 61 |
|
|
2019
Q4 | $692K | Hold |
26,920
| – | – | 0.15% | 79 |
|
|
2019
Q3 | $692K | Hold |
26,920
| – | – | 0.16% | 78 |
|
|
2019
Q2 | $686K | Hold |
26,920
| – | – | 0.15% | 78 |
|
|
2019
Q1 | $670K | Hold |
26,920
| – | – | 0.16% | 78 |
|
|
2018
Q4 | $643K | Hold |
26,920
| – | – | 0.17% | 67 |
|
|
2018
Q3 | $649K | Hold |
26,920
| – | – | 0.16% | 76 |
|
|
2018
Q2 | $648K | Buy |
+26,920
| New | +$648K | 0.15% | 77 |
|