Sigma Planning Corp’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 |
-69,545
| Closed | -$1.75M | – | 1268 |
|
|
2024
Q3 | $1.75M | Sell |
69,545
-6,591
| -9% | -$166K | 0.05% | 328 |
|
|
2024
Q2 | $1.91M | Sell |
76,136
-750
| -1% | -$18.8K | 0.06% | 305 |
|
|
2024
Q1 | $1.93M | Buy |
76,886
+19,334
| +34% | +$484K | 0.06% | 329 |
|
|
2023
Q4 | $1.43M | Sell |
57,552
-6,069
| -10% | -$151K | 0.11% | 198 |
|
|
2023
Q3 | $1.57M | Sell |
63,621
-34,857
| -35% | -$862K | 0.06% | 325 |
|
|
2023
Q2 | $2.42M | Buy |
98,478
+14,339
| +17% | +$353K | 0.09% | 250 |
|
|
2023
Q1 | $2.07M | Buy |
84,139
+27,730
| +49% | +$682K | 0.07% | 290 |
|
|
2022
Q4 | $1.38M | Buy |
56,409
+28,365
| +101% | +$693K | 0.05% | 380 |
|
|
2022
Q3 | $683K | Buy |
28,044
+8,360
| +42% | +$204K | 0.03% | 602 |
|
|
2022
Q2 | $487K | Buy |
+19,684
| New | +$487K | 0.02% | 761 |
|