Avantax Advisory Services’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 |
-13,971
| Closed | -$354K | – | 1688 |
|
|
2023
Q3 | $354K | Buy |
+13,971
| New | +$354K | ﹤0.01% | 1102 |
|
|
2023
Q2 | – | Sell |
-8,861
| Closed | -$223K | – | 1588 |
|
|
2023
Q1 | $223K | Buy |
+8,861
| New | +$223K | ﹤0.01% | 1306 |
|
|
2022
Q3 | – | Sell |
-31,231
| Closed | -$784K | – | 1395 |
|
|
2022
Q2 | $784K | Buy |
+31,231
| New | +$784K | 0.01% | 624 |
|