SWPG
IBDP
Strategic Wealth Partners Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $377K | Sell |
15,040
-184
| -1% | -$4.61K | 0.04% | 63 |
|
|
2023
Q4 | $379K | Hold |
15,224
| – | – | 0.05% | 57 |
|
|
2023
Q3 | $376K | Sell |
15,224
-1,325
| -8% | -$32.8K | 0.06% | 51 |
|
|
2023
Q2 | $407K | Buy |
16,549
+1,016
| +7% | +$25K | 0.06% | 51 |
|
|
2023
Q1 | $383K | Buy |
15,533
+2,201
| +17% | +$54.3K | 0.06% | 49 |
|
|
2022
Q4 | $325K | Hold |
13,332
| – | – | 0.07% | 41 |
|
|
2022
Q3 | $325K | Hold |
13,332
| – | – | 0.08% | 40 |
|
|
2022
Q2 | $330K | Hold |
13,332
| – | – | 0.07% | 43 |
|
|
2022
Q1 | $335K | Hold |
13,332
| – | – | 0.06% | 48 |
|
|
2021
Q4 | $346K | Hold |
13,332
| – | – | 0.06% | 53 |
|
|
2021
Q3 | $350K | Buy |
+13,332
| New | +$350K | 0.07% | 52 |
|
|
2021
Q1 | $330K | Hold |
12,487
| – | – | 0.07% | 52 |
|
|
2020
Q4 | $332K | Sell |
12,487
-1,562
| -11% | -$41.5K | 0.07% | 51 |
|
|
2020
Q3 | $372K | Buy |
14,049
+5,018
| +56% | +$133K | 0.09% | 45 |
|
|
2020
Q2 | $238K | Hold |
9,031
| – | – | 0.06% | 57 |
|
|
2020
Q1 | $223K | Buy |
+9,031
| New | +$223K | 0.06% | 54 |
|