MFWM
IBDP
Motley Fool 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 |
-697,542
| Closed | -$17.6M | – | 136 |
|
2024
Q3 | $17.6M | Sell |
697,542
-365,159
| -34% | -$9.21M | 0.88% | 35 |
|
2024
Q2 | $26.7M | Buy |
1,062,701
+19,935
| +2% | +$501K | 1.36% | 16 |
|
2024
Q1 | $26.1M | Buy |
1,042,766
+25,289
| +2% | +$633K | 1.35% | 19 |
|
2023
Q4 | $25.3M | Buy |
1,017,477
+36,962
| +4% | +$921K | 1.33% | 20 |
|
2023
Q3 | $24.2M | Buy |
980,515
+35,021
| +4% | +$866K | 1.4% | 20 |
|
2023
Q2 | $23.3M | Buy |
945,494
+26,805
| +3% | +$660K | 1.37% | 20 |
|
2023
Q1 | $22.6M | Sell |
918,689
-12,464
| -1% | -$306K | 1.41% | 21 |
|
2022
Q4 | $22.7M | Buy |
+931,153
| New | +$22.7M | 1.58% | 18 |
|
2020
Q2 | – | Sell |
-802,412
| Closed | -$19.8M | – | 131 |
|
2020
Q1 | $19.8M | Sell |
802,412
-158,101
| -16% | -$3.91M | 1.43% | 21 |
|
2019
Q4 | $24.7M | Sell |
960,513
-8,975
| -0.9% | -$231K | 1.48% | 15 |
|
2019
Q3 | $24.9M | Sell |
969,488
-22,008
| -2% | -$565K | 1.64% | 14 |
|
2019
Q2 | $25.3M | Sell |
991,496
-36,102
| -4% | -$920K | 1.58% | 20 |
|
2019
Q1 | $25.6M | Sell |
1,027,598
-51,376
| -5% | -$1.28M | 1.65% | 18 |
|
2018
Q4 | $25.8M | Buy |
1,078,974
+1,725
| +0.2% | +$41.2K | 1.96% | 15 |
|
2018
Q3 | $26M | Buy |
1,077,249
+48,222
| +5% | +$1.16M | 1.66% | 16 |
|
2018
Q2 | $24.8M | Buy |
1,029,027
+307,234
| +43% | +$7.4M | 1.75% | 18 |
|
2018
Q1 | $17.6M | Buy |
721,793
+441,038
| +157% | +$10.8M | 1.3% | 22 |
|
2017
Q4 | $7.03M | Buy |
280,755
+19,774
| +8% | +$495K | 0.54% | 56 |
|
2017
Q3 | $6.57M | Buy |
260,981
+11,518
| +5% | +$290K | 0.56% | 54 |
|
2017
Q2 | $6.25M | Buy |
249,463
+8,091
| +3% | +$203K | 0.57% | 53 |
|
2017
Q1 | $5.97M | Buy |
+241,372
| New | +$5.97M | 0.58% | 53 |
|