MWM
IBDP
MinichMacGregor Wealth Management’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 |
-308,177
| Closed | -$7.77M | – | 130 |
|
|
2024
Q3 | $7.77M | Buy |
308,177
+8,668
| +3% | +$219K | 1.67% | 32 |
|
|
2024
Q2 | $7.53M | Buy |
299,509
+16,651
| +6% | +$418K | 1.84% | 31 |
|
|
2024
Q1 | $7.07M | Buy |
282,858
+17,739
| +7% | +$443K | 1.8% | 19 |
|
|
2023
Q4 | $6.6M | Buy |
+265,119
| New | +$6.6M | 1.91% | 20 |
|
|
2023
Q3 | – | Hold |
0
| – | -$5.87M | – | 17 |
|
|
2023
Q2 | – | Sell |
-229,767
| Closed | -$5.65M | – | 18 |
|
|
2023
Q1 | $5.65M | Buy |
229,767
+6,874
| +3% | +$169K | 1.87% | 17 |
|
|
2022
Q4 | $5.44M | Sell |
222,893
-466
| -0.2% | -$11.4K | 1.96% | 16 |
|
|
2022
Q3 | $5.44M | Buy |
223,359
+9,191
| +4% | +$224K | 2.17% | 16 |
|
|
2022
Q2 | $5.3M | Buy |
+214,168
| New | +$5.3M | 2.18% | 17 |
|