Strategic Wealth Partners Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $377K | Sell |
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|
2023
Q4 | $379K | Hold |
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|
2023
Q3 | $376K | Sell |
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|
2023
Q2 | $407K | Buy |
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|
2023
Q1 | $383K | Buy |
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|
2022
Q4 | $325K | Hold |
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|
2022
Q3 | $325K | Hold |
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|
2022
Q2 | $330K | Hold |
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|
2022
Q1 | $335K | Hold |
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|
2021
Q4 | $346K | Hold |
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|
2021
Q3 | $350K | Buy |
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|
2021
Q1 | $330K | Hold |
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|
2020
Q4 | $332K | Sell |
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|
2020
Q3 | $372K | Buy |
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|
2020
Q2 | $238K | Hold |
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|
2020
Q1 | $223K | Buy |
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