AWM
IBDO

AE Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

AE Wealth Management’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-236,765
Closed -$6M – 2212
2023
Q3 		$6M Sell
236,765
-793,621
-77% -$20.1M 0.04% 500
2023
Q2 		$26.1M Sell
1,030,386
-207,053
-17% -$5.24M 0.16% 147
2023
Q1 		$31.2M Buy
1,237,439
+1,218,783
+6,533% +$30.7M 0.2% 112
2022
Q4 		$467K Buy
+18,656
New +$467K ﹤0.01% 1341