SWA
IBDP

Strata Wealth Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Strata Wealth Advisors’s Portfolio IBDP Stock Details IBDP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,040
Closed -$202K – 82
2024
Q2 		$202K Hold
8,040
– – 0.07% 74
2024
Q1 		$201K Hold
8,040
– – 0.07% 74
2023
Q4 		$200K Buy
+8,040
New +$200K 0.08% 68