Phillips Financial Management’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 |
-77,038
| Closed | -$1.94M | – | 281 |
|
|
2024
Q3 | $1.94M | Hold |
77,038
| – | – | 0.15% | 84 |
|
|
2024
Q2 | $1.94M | Sell |
77,038
-12,767
| -14% | -$321K | 0.16% | 85 |
|
|
2024
Q1 | $2.25M | Buy |
89,805
+11,507
| +15% | +$288K | 0.18% | 81 |
|
|
2023
Q4 | $1.95M | Buy |
78,298
+34,417
| +78% | +$857K | 0.17% | 84 |
|
|
2023
Q3 | $1.09M | Buy |
43,881
+5
| +0% | +$124 | 0.1% | 95 |
|
|
2023
Q2 | $1.08M | Buy |
43,876
+479
| +1% | +$11.8K | 0.1% | 96 |
|
|
2023
Q1 | $1.07M | Buy |
+43,397
| New | +$1.07M | 0.1% | 96 |
|