SAG
IBDP
SageView Advisory Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | – | – | 896 |
|
|
2023
Q4 | – | Sell |
-70,805
| Closed | -$1.75M | – | 498 |
|
|
2023
Q3 | $1.75M | Sell |
70,805
-2,598
| -4% | -$64.2K | 0.1% | 122 |
|
|
2023
Q2 | $1.81M | Buy |
73,403
+6,498
| +10% | +$160K | 0.1% | 124 |
|
|
2023
Q1 | $1.65M | Buy |
66,905
+2,334
| +4% | +$57.4K | 0.1% | 130 |
|
|
2022
Q4 | $1.58M | Buy |
+64,571
| New | +$1.58M | 0.13% | 112 |
|