Atria Wealth Solutions’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 |
-288,724
| Closed | -$7.32M | – | 2026 |
|
|
2023
Q3 | $7.32M | Buy |
288,724
+19,090
| +7% | +$484K | 0.1% | 205 |
|
|
2023
Q2 | $6.82M | Buy |
269,634
+10,190
| +4% | +$258K | 0.09% | 215 |
|
|
2023
Q1 | $6.54M | Buy |
259,444
+238,249
| +1,124% | +$6M | 0.1% | 206 |
|
|
2022
Q4 | $530K | Buy |
21,195
+1,686
| +9% | +$42.2K | 0.01% | 1044 |
|
|
2022
Q3 | $487K | Buy |
19,509
+888
| +5% | +$22.2K | 0.01% | 1030 |
|
|
2022
Q2 | $467K | Buy |
+18,621
| New | +$467K | 0.01% | 977 |
|