Wells Financial Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $173K | Sell |
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|
2024
Q2 | $406K | Sell |
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|
2024
Q1 | $466K | Hold |
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|
2023
Q4 | $464K | Sell |
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|
2023
Q3 | $491K | Hold |
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|
2023
Q2 | $489K | Sell |
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|
2023
Q1 | $530K | Hold |
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|
2022
Q4 | $527K | Sell |
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|
2022
Q3 | $551K | Sell |
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|
2022
Q2 | $771K | Hold |
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|
2022
Q1 | $782K | Sell |
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|
2021
Q4 | $907K | Sell |
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|
2021
Q3 | $974K | Hold |
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|
2021
Q2 | $977K | Hold |
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|
2021
Q1 | $978K | Hold |
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|
2020
Q4 | $985K | Buy |
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