Wealthspire Advisors (New York)’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 |
-12,713
| Closed | -$320K | – | 844 |
|
|
2024
Q3 | $320K | Sell |
12,713
-28,537
| -69% | -$719K | ﹤0.01% | 607 |
|
|
2024
Q2 | $1.04M | Sell |
41,250
-4,044
| -9% | -$102K | 0.01% | 308 |
|
|
2024
Q1 | $1.13M | Buy |
45,294
+24
| +0.1% | +$601 | 0.02% | 297 |
|
|
2023
Q4 | $1.13M | Sell |
45,270
-11,367
| -20% | -$283K | 0.02% | 290 |
|
|
2023
Q3 | $1.4M | Buy |
56,637
+4,049
| +8% | +$100K | 0.02% | 222 |
|
|
2023
Q2 | $1.29M | Sell |
52,588
-250
| -0.5% | -$6.16K | 0.02% | 212 |
|
|
2023
Q1 | $1.3M | Sell |
52,838
-606
| -1% | -$14.9K | 0.02% | 206 |
|
|
2022
Q4 | $1.31M | Buy |
53,444
+34,319
| +179% | +$838K | 0.02% | 213 |
|
|
2022
Q3 | $466K | Buy |
+19,125
| New | +$466K | 0.01% | 345 |
|