NEPWA
IBDP
New England Private Wealth Advisors’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 |
-202,042
| Closed | -$5.09M | – | 155 |
|
|
2024
Q3 | $5.09M | Sell |
202,042
-18,289
| -8% | -$461K | 0.82% | 33 |
|
|
2024
Q2 | $5.54M | Sell |
220,331
-2,204
| -1% | -$55.4K | 0.97% | 32 |
|
|
2024
Q1 | $5.56M | Buy |
+222,535
| New | +$5.56M | 0.98% | 31 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 31 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 55 |
|