Alterna Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18,466
| Closed | -$468K | – | 82 |
|
|
2023
Q3 | $468K | Buy |
+18,466
| New | +$468K | 0.6% | 45 |
|
|
2023
Q2 | – | Hold |
0
| – | -$507K | – | 40 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 41 |
|
|
2020
Q4 | $1.1M | Sell |
41,910
-3,880
| -8% | -$102K | 1.39% | 24 |
|
|
2020
Q3 | $1.2M | Buy |
+45,790
| New | +$1.2M | 1.74% | 20 |
|