9258 Wealth Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,687
| Closed | -$290K | – | 338 |
|
|
2023
Q3 | $290K | Hold |
11,687
| – | – | 0.06% | 255 |
|
|
2023
Q2 | $290K | Hold |
11,687
| – | – | 0.05% | 256 |
|
|
2023
Q1 | $290K | Sell |
11,687
-804
| -6% | -$19.9K | 0.06% | 253 |
|
|
2022
Q4 | $309K | Hold |
12,491
| – | – | 0.07% | 247 |
|
|
2022
Q3 | $309K | Buy |
+12,491
| New | +$309K | 0.08% | 235 |
|