LWL
IBDP
Leo Wealth LLC’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 |
-176,052
| Closed | -$4.44M | – | 388 |
|
|
2024
Q3 | $4.44M | Sell |
176,052
-32,258
| -15% | -$813K | 0.41% | 42 |
|
|
2024
Q2 | $5.23M | Sell |
208,310
-2,882
| -1% | -$72.4K | 0.53% | 34 |
|
|
2024
Q1 | $5.29M | Buy |
211,192
+7,062
| +3% | +$177K | 0.54% | 34 |
|
|
2023
Q4 | $5.09M | Buy |
+204,130
| New | +$5.09M | 0.53% | 33 |
|