USWIA
UP Strategic Wealth Investment Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,030
| Closed | -$342K | – | 86 |
|
|
2024
Q3 | $342K | Hold |
14,030
| – | – | 0.38% | 48 |
|
|
2024
Q2 | $333K | Hold |
14,030
| – | – | 0.5% | 43 |
|
|
2024
Q1 | $334K | Hold |
14,030
| – | – | 0.55% | 41 |
|
|
2023
Q4 | $336K | Buy |
+14,030
| New | +$336K | 0.61% | 40 |
|