Tyler-Stone Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,061
| Closed | -$76.9K | – | 927 |
|
|
2024
Q2 | $76.9K | Buy |
3,061
+17
| +0.6% | +$427 | 0.03% | 316 |
|
|
2024
Q1 | $76.3K | Hold |
3,044
| – | – | 0.03% | 307 |
|
|
2023
Q4 | $75.8K | Hold |
3,044
| – | – | 0.04% | 301 |
|
|
2023
Q3 | $75K | Hold |
3,044
| – | – | 0.04% | 286 |
|
|
2023
Q2 | $75K | Buy |
+3,044
| New | +$75K | 0.04% | 283 |
|
|
2022
Q4 | $45K | Buy |
1,856
+1,556
| +519% | +$37.7K | 0.03% | 339 |
|
|
2022
Q3 | $7K | Buy |
+300
| New | +$7K | 0.01% | 605 |
|