Waterford 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
Q4 | – | Sell |
-111,944
| Closed | -$2.82M | – | 53 |
|
|
2024
Q3 | $2.82M | Buy |
111,944
+3,571
| +3% | +$90K | 1.44% | 14 |
|
|
2024
Q2 | $2.72M | Buy |
108,373
+327
| +0.3% | +$8.22K | 1.14% | 17 |
|
|
2024
Q1 | $2.71M | Sell |
108,046
-1,783
| -2% | -$44.7K | 1.15% | 18 |
|
|
2023
Q4 | $2.74M | Buy |
109,829
+6,798
| +7% | +$169K | 1.28% | 17 |
|
|
2023
Q3 | $2.55M | Hold |
103,031
| – | – | 1.43% | 14 |
|
|
2023
Q2 | $2.54M | Buy |
103,031
+7,606
| +8% | +$187K | 1.22% | 19 |
|
|
2023
Q1 | $2.35M | Buy |
95,425
+1,308
| +1% | +$32.2K | 1.27% | 19 |
|
|
2022
Q4 | $2.3M | Buy |
+94,117
| New | +$2.3M | 1.34% | 19 |
|