Mutual Advisors’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 |
-12,587
| Closed | -$317K | – | 1144 |
|
|
2024
Q3 | $317K | Sell |
12,587
-7,414
| -37% | -$187K | 0.01% | 872 |
|
|
2024
Q2 | $503K | Sell |
20,001
-29,972
| -60% | -$754K | 0.02% | 691 |
|
|
2024
Q1 | $1.25M | Sell |
49,973
-4,189
| -8% | -$105K | 0.04% | 411 |
|
|
2023
Q4 | $1.35M | Sell |
54,162
-3,305
| -6% | -$82.3K | 0.05% | 370 |
|
|
2023
Q3 | $1.42M | Buy |
57,467
+17,125
| +42% | +$424K | 0.06% | 333 |
|
|
2023
Q2 | $993K | Buy |
+40,342
| New | +$993K | 0.04% | 435 |
|