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M3 Advisory Group’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

M3 Advisory Group’s Portfolio IBDW Stock Details IBDW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,794
Closed -$208K – 152
2024
Q3 		$208K Buy
+9,794
New +$208K 0.15% 143
2024
Q2 		– Sell
-9,794
Closed -$201K – 136
2024
Q1 		$201K Buy
+9,794
New +$201K 0.18% 128