Safeguard Financial’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 |
-89,449
| Closed | -$2.26M | – | 137 |
|
|
2024
Q3 | $2.26M | Buy |
89,449
+28,060
| +46% | +$707K | 0.53% | 20 |
|
|
2024
Q2 | $1.54M | Buy |
61,389
+21,554
| +54% | +$542K | 0.43% | 25 |
|
|
2024
Q1 | $998K | Buy |
39,835
+16,830
| +73% | +$422K | 0.33% | 30 |
|
|
2023
Q4 | $573K | Buy |
23,005
+9,573
| +71% | +$238K | 0.22% | 42 |
|
|
2023
Q3 | $332K | Sell |
13,432
-609
| -4% | -$15.1K | 0.16% | 53 |
|
|
2023
Q2 | $345K | Sell |
14,041
-17,016
| -55% | -$418K | 0.17% | 50 |
|
|
2023
Q1 | $764K | Buy |
31,057
+8,627
| +38% | +$212K | 0.46% | 34 |
|
|
2022
Q4 | $548K | Buy |
22,430
+3,379
| +18% | +$82.6K | 0.39% | 40 |
|
|
2022
Q3 | $464K | Buy |
+19,051
| New | +$464K | 0.43% | 36 |
|