9WM
IBTD

9258 Wealth Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

9258 Wealth Management’s Portfolio IBTD Stock Details IBTD Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
2023
Q3 		$290K Hold
2023
Q2 		$290K Hold
2023
Q1 		$290K Sell
2022
Q4 		$309K Hold
2022
Q3 		$309K Buy