Spire Wealth Management’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
Q3 | – | Sell |
-280
| Closed | -$7.03K | – | 2290 |
|
2024
Q2 | $7.03K | Buy |
280
+2
| +0.7% | +$50 | ﹤0.01% | 1744 |
|
2024
Q1 | $6.96K | Buy |
+278
| New | +$6.96K | ﹤0.01% | 1835 |
|
2023
Q3 | – | Sell |
-1,000
| Closed | -$24.6K | – | 2481 |
|
2023
Q2 | $24.6K | Hold |
1,000
| – | – | ﹤0.01% | 1498 |
|
2023
Q1 | $24.6K | Buy |
+1,000
| New | +$24.6K | ﹤0.01% | 1538 |
|