SHA
IBDP
Seneca House Advisors’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
Q4 | – | Sell |
-12,119
| Closed | -$306K | – | 96 |
|
|
2024
Q3 | $306K | Buy |
12,119
+1,003
| +9% | +$25.3K | 0.13% | 71 |
|
|
2024
Q2 | $279K | Sell |
11,116
-7,919
| -42% | -$199K | 0.12% | 69 |
|
|
2024
Q1 | $477K | Buy |
19,035
+2,149
| +13% | +$53.8K | 0.21% | 62 |
|
|
2023
Q4 | $421K | Buy |
+16,886
| New | +$421K | 0.19% | 59 |
|