APS
IBTD

American Planning Services’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

American Planning Services’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
-33,025
Closed -$820K – 48
2023
Q3 		$820K Sell
33,025
-499,163
-94% -$12.4M 0.54% 14
2023
Q2 		$13.2M Sell
532,188
-16,224
-3% -$403K 8.65% 6
2023
Q1 		$13.6M Buy
+548,412
New +$13.6M 9.23% 5