Wick Capital Partners’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 |
-10,208
| Closed | -$257K | – | 95 |
|
|
2024
Q3 | $257K | Hold |
10,208
| – | – | 0.08% | 68 |
|
|
2024
Q2 | $257K | Hold |
10,208
| – | – | 0.09% | 66 |
|
|
2024
Q1 | $256K | Hold |
10,208
| – | – | 0.25% | 38 |
|
|
2023
Q4 | $254K | Hold |
10,208
| – | – | 0.11% | 59 |
|
|
2023
Q3 | $252K | Buy |
+10,208
| New | +$252K | 0.14% | 55 |
|
|
2023
Q2 | – | Sell |
-10,208
| Closed | -$251K | – | 70 |
|
|
2023
Q1 | $251K | Sell |
10,208
-21,660
| -68% | -$533K | 0.14% | 55 |
|
|
2022
Q4 | $778K | Buy |
+31,868
| New | +$778K | 0.44% | 28 |
|