OPOWM
IBDP
One Plus One 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 |
-69,423
| Closed | -$1.75M | – | 98 |
|
|
2024
Q3 | $1.75M | Buy |
69,423
+31,822
| +85% | +$802K | 1.04% | 25 |
|
|
2024
Q2 | $945K | Hold |
37,601
| – | – | 0.54% | 42 |
|
|
2024
Q1 | $942K | Buy |
37,601
+3,252
| +9% | +$81.5K | 0.54% | 42 |
|
|
2023
Q4 | $856K | Buy |
34,349
+1,619
| +5% | +$40.3K | 0.52% | 43 |
|
|
2023
Q3 | $809K | Buy |
+32,730
| New | +$809K | 0.53% | 41 |
|