Summit Wealth Partners’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
Q4 | – | Sell |
-29,024
| Closed | -$732K | – | 242 |
|
|
2024
Q3 | $732K | Sell |
29,024
-201
| -0.7% | -$5.07K | 0.14% | 109 |
|
|
2024
Q2 | $734K | Sell |
29,225
-5,960
| -17% | -$150K | 0.15% | 102 |
|
|
2024
Q1 | $881K | Sell |
35,185
-301
| -0.8% | -$7.54K | 0.19% | 87 |
|
|
2023
Q4 | $884K | Buy |
35,486
+5,047
| +17% | +$126K | 0.21% | 79 |
|
|
2023
Q3 | $753K | Buy |
30,439
+2,229
| +8% | +$55.1K | 0.19% | 80 |
|
|
2023
Q2 | $695K | Buy |
28,210
+14,269
| +102% | +$351K | 0.17% | 85 |
|
|
2023
Q1 | $343K | Buy |
+13,941
| New | +$343K | 0.09% | 134 |
|