Mid-American Wealth Advisory Group’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 |
-211,121
| Closed | -$5.32M | – | 56 |
|
|
2024
Q3 | $5.32M | Sell |
211,121
-401,855
| -66% | -$10.1M | 3.34% | 7 |
|
|
2024
Q2 | $15.4M | Sell |
612,976
-25,666
| -4% | -$645K | 9.84% | 2 |
|
|
2024
Q1 | $16M | Buy |
638,642
+66,549
| +12% | +$1.67M | 10.79% | 2 |
|
|
2023
Q4 | $14.3M | Sell |
572,093
-81,175
| -12% | -$2.02M | 10.58% | 3 |
|
|
2023
Q3 | $16.2M | Buy |
+653,268
| New | +$16.2M | 13.05% | 2 |
|