Visionary Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-30,944
| Closed | -$771K | – | 512 |
|
|
2023
Q4 | $771K | Sell |
30,944
-6,002
| -16% | -$150K | 0.06% | 256 |
|
|
2023
Q3 | $914K | Buy |
36,946
+2,279
| +7% | +$56.4K | 0.07% | 222 |
|
|
2023
Q2 | $854K | Buy |
34,667
+1,958
| +6% | +$48.2K | 0.07% | 227 |
|
|
2023
Q1 | $804K | Buy |
32,709
+8,707
| +36% | +$214K | 0.07% | 216 |
|
|
2022
Q4 | $586K | Sell |
24,002
-40
| -0.2% | -$977 | 0.05% | 220 |
|
|
2022
Q3 | $585K | Buy |
24,042
+8,332
| +53% | +$203K | 0.06% | 207 |
|
|
2022
Q2 | $389K | Sell |
15,710
-17,432
| -53% | -$432K | 0.03% | 273 |
|
|
2022
Q1 | $832K | Buy |
33,142
+7,100
| +27% | +$178K | 0.07% | 191 |
|
|
2021
Q4 | $675K | Buy |
26,042
+1,392
| +6% | +$36.1K | 0.06% | 194 |
|
|
2021
Q3 | $648K | Buy |
+24,650
| New | +$648K | 0.07% | 164 |
|