Marathon Capital 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
Q4 | – | Sell |
-13,795
| Closed | -$348K | – | 163 |
|
2024
Q3 | $348K | Sell |
13,795
-1,504
| -10% | -$37.9K | 0.08% | 108 |
|
2024
Q2 | $384K | Buy |
15,299
+400
| +3% | +$10.1K | 0.1% | 101 |
|
2024
Q1 | $373K | Hold |
14,899
| – | – | 0.09% | 105 |
|
2023
Q4 | $371K | Hold |
14,899
| – | – | 0.09% | 109 |
|
2023
Q3 | $368K | Buy |
+14,899
| New | +$368K | 0.09% | 105 |
|
2023
Q2 | – | Hold |
0
| – | – | – | 109 |
|