Loring Wolcott & Coolidge Fiduciary Advisors’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 |
-6,000
| Closed | -$151K | – | 584 |
|
|
2024
Q3 | $151K | Hold |
6,000
| – | – | ﹤0.01% | 310 |
|
|
2024
Q2 | $151K | Hold |
6,000
| – | – | ﹤0.01% | 301 |
|
|
2024
Q1 | $150K | Hold |
6,000
| – | – | ﹤0.01% | 297 |
|
|
2023
Q4 | $150K | Buy |
6,000
+2,000
| +50% | +$50K | ﹤0.01% | 305 |
|
|
2023
Q3 | $99K | Hold |
4,000
| – | – | ﹤0.01% | 357 |
|
|
2023
Q2 | $98.5K | Hold |
4,000
| – | – | ﹤0.01% | 371 |
|
|
2023
Q1 | $98.4K | Buy |
+4,000
| New | +$98.4K | ﹤0.01% | 344 |
|