Wealth Enhancement Advisory Services’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 |
-104,214
| Closed | -$2.63M | – | 2998 |
|
|
2024
Q3 | $2.63M | Buy |
104,214
+3,806
| +4% | +$95.9K | 0.01% | 949 |
|
|
2024
Q2 | $2.52M | Buy |
100,408
+15,320
| +18% | +$385K | 0.01% | 896 |
|
|
2024
Q1 | $2.13M | Buy |
85,088
+6,329
| +8% | +$159K | 0.01% | 920 |
|
|
2023
Q4 | $1.96M | Buy |
78,759
+1,414
| +2% | +$35.2K | 0.01% | 907 |
|
|
2023
Q3 | $1.91M | Buy |
+77,345
| New | +$1.91M | 0.01% | 876 |
|