SWA
IBDP
Sightline Wealth 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
Q3 | – | Sell |
-21,389
| Closed | -$538K | – | 88 |
|
|
2024
Q2 | $538K | Sell |
21,389
-13,583
| -39% | -$341K | 0.33% | 43 |
|
|
2024
Q1 | $876K | Sell |
34,972
-1,730
| -5% | -$43.3K | 0.58% | 32 |
|
|
2023
Q4 | $914K | Buy |
36,702
+389
| +1% | +$9.69K | 0.7% | 31 |
|
|
2023
Q3 | $898K | Buy |
+36,313
| New | +$898K | 0.84% | 30 |
|