WP
IBDP
WealthSource Partners’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.73M | Buy |
190,019
+71,931
| +61% | +$1.79M | 0.31% | 52 |
|
|
2023
Q3 | $2.92M | Buy |
118,088
+24,408
| +26% | +$604K | 0.2% | 81 |
|
|
2023
Q2 | $2.31M | Buy |
93,680
+16,268
| +21% | +$401K | 0.15% | 106 |
|
|
2023
Q1 | $1.9M | Buy |
77,412
+40,412
| +109% | +$994K | 0.13% | 129 |
|
|
2022
Q4 | $904K | Buy |
+37,000
| New | +$904K | 0.06% | 207 |
|