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Syntegra Private Wealth Group’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Syntegra Private Wealth Group’s Portfolio IBDW Stock Details IBDW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,493
Closed -$286K – 159
2024
Q3 		$286K Buy
13,493
+3,145
+30% +$66.7K 0.03% 126
2024
Q2 		$210K Buy
10,348
+571
+6% +$11.6K 0.03% 144
2024
Q1 		$200K Buy
+9,777
New +$200K 0.03% 140