AWM
IBTD

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

AE Wealth Management’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-339,027
Closed -$8.41M – 2213
2023
Q3 		$8.41M Sell
339,027
-194,326
-36% -$4.82M 0.05% 420
2023
Q2 		$13.2M Sell
533,353
-314,571
-37% -$7.8M 0.08% 304
2023
Q1 		$21M Buy
847,924
+776,994
+1,095% +$19.3M 0.14% 173
2022
Q4 		$1.75M Buy
+70,930
New +$1.75M 0.01% 795