Reliant Wealth Planning’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 |
-32,079
| Closed | -$809K | – | 30 |
|
|
2024
Q3 | $809K | Sell |
32,079
-19,912
| -38% | -$502K | 0.35% | 13 |
|
|
2024
Q2 | $1.31M | Buy |
51,991
+25,466
| +96% | +$640K | 0.6% | 7 |
|
|
2024
Q1 | $664K | Hold |
26,525
| – | – | 0.32% | 9 |
|
|
2023
Q4 | $661K | Buy |
26,525
+5,260
| +25% | +$131K | 0.32% | 8 |
|
|
2023
Q3 | $526K | Buy |
+21,265
| New | +$526K | 0.28% | 12 |
|
|
2023
Q2 | – | Sell |
-253,945
| Closed | -$6.24M | – | 15 |
|
|
2023
Q1 | $6.24M | Sell |
253,945
-1,122
| -0.4% | -$27.6K | 3.87% | 5 |
|
|
2022
Q4 | $6.23M | Buy |
255,067
+777
| +0.3% | +$19K | 3.78% | 7 |
|
|
2022
Q3 | $6.19M | Buy |
254,290
+5,914
| +2% | +$144K | 2.63% | 10 |
|
|
2022
Q2 | $6.15M | Buy |
+248,376
| New | +$6.15M | 2.58% | 11 |
|