WSTAM
IBDP
Wilbanks Smith & Thomas Asset Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $1.21M | Sell |
48,280
-11,375
| -19% | -$285K | 0.03% | 210 |
|
2023
Q4 | $1.49M | Sell |
59,655
-19,943
| -25% | -$497K | 0.05% | 183 |
|
2023
Q3 | $1.97M | Sell |
79,598
-21,231
| -21% | -$525K | 0.07% | 157 |
|
2023
Q2 | $2.48M | Sell |
100,829
-114,091
| -53% | -$2.81M | 0.08% | 142 |
|
2023
Q1 | $5.28M | Sell |
214,920
-87,598
| -29% | -$2.15M | 0.18% | 97 |
|
2022
Q4 | $7.39M | Buy |
302,518
+93,965
| +45% | +$2.29M | 0.28% | 81 |
|
2022
Q3 | $5.08M | Sell |
208,553
-1,027,498
| -83% | -$25M | 0.22% | 88 |
|
2022
Q2 | $30.6M | Buy |
1,236,051
+82,055
| +7% | +$2.03M | 1.28% | 16 |
|
2022
Q1 | $28.6M | Buy |
+1,153,996
| New | +$28.6M | 1.14% | 16 |
|