REDW Wealth’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 |
-48,874
| Closed | -$1.23M | – | 169 |
|
2024
Q3 | $1.23M | Buy |
48,874
+10,817
| +28% | +$273K | 0.32% | 49 |
|
2024
Q2 | $956K | Buy |
38,057
+5,303
| +16% | +$133K | 0.25% | 57 |
|
2024
Q1 | $820K | Sell |
32,754
-5,787
| -15% | -$145K | 0.22% | 60 |
|
2023
Q4 | $960K | Buy |
38,541
+5,475
| +17% | +$136K | 0.28% | 48 |
|
2023
Q3 | $818K | Buy |
+33,066
| New | +$818K | 0.25% | 56 |
|