Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-34,126
| Closed | -$135K | – | 656 |
|
|
2023
Q1 | $135K | Buy |
+34,126
| New | +$135K | 0.01% | 569 |
|
|
2022
Q3 | – | Sell |
-8,360
| Closed | -$207K | – | 521 |
|
|
2022
Q2 | $207K | Buy |
+8,360
| New | +$207K | 0.01% | 429 |
|
|
2021
Q2 | – | Sell |
-3,851
| Closed | -$102K | – | 1801 |
|
|
2021
Q1 | $102K | Buy |
3,851
+217
| +6% | +$5.75K | ﹤0.01% | 598 |
|
|
2020
Q4 | $97K | Buy |
+3,634
| New | +$97K | 0.01% | 571 |
|