Stockman 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
Q2 | – | Sell |
-8,655
| Closed | -$217K | – | 184 |
|
|
2024
Q1 | $217K | Sell |
8,655
-2,156
| -20% | -$54K | 0.04% | 165 |
|
|
2023
Q4 | $269K | Sell |
10,811
-4,479
| -29% | -$112K | 0.05% | 141 |
|
|
2023
Q3 | $378K | Sell |
15,290
-23,800
| -61% | -$589K | 0.08% | 119 |
|
|
2023
Q2 | $962K | Sell |
39,090
-14,281
| -27% | -$352K | 0.21% | 66 |
|
|
2023
Q1 | $1.31M | Buy |
53,371
+2,473
| +5% | +$60.8K | 0.29% | 59 |
|
|
2022
Q4 | $1.24M | Buy |
+50,898
| New | +$1.24M | 0.29% | 62 |
|