AWS
IBTD

AJ Wealth Strategies’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

AJ Wealth Strategies’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
Q2 		– Sell
-59,358
Closed -$1.47M – 307
2023
Q1 		$1.47M Buy
59,358
+3,735
+7% +$92.7K 0.08% 104
2022
Q4 		$1.37M Hold
55,623
– – 0.07% 110
2022
Q3 		$1.38M Buy
55,623
+3,507
+7% +$86.9K 0.08% 105
2022
Q2 		$1.3M Buy
+52,116
New +$1.3M 0.07% 112