RA
IBDP

Ruggaard & Associates’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Ruggaard & Associates’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-468,012
Closed -$11.8M – 119
2024
Q2 		$11.8M Buy
468,012
+3,966
+0.9% +$99.7K 5.44% 7
2024
Q1 		$11.6M Buy
464,046
+6,171
+1% +$155K 5.53% 7
2023
Q4 		$11.4M Buy
457,875
+35,159
+8% +$876K 6.04% 5
2023
Q3 		$10.5M Buy
+422,716
New +$10.5M 6.23% 5