Avantax Planning Partners’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-54,408
| Closed | -$1.35M | – | 390 |
|
|
2023
Q3 | $1.35M | Sell |
54,408
-3,246
| -6% | -$80.6K | 0.06% | 140 |
|
|
2023
Q2 | $1.43M | Sell |
57,654
-2,848
| -5% | -$70.7K | 0.06% | 139 |
|
|
2023
Q1 | $1.5M | Hold |
60,502
| – | – | 0.06% | 129 |
|
|
2022
Q4 | $1.49M | Buy |
60,502
+6,665
| +12% | +$165K | 0.06% | 127 |
|
|
2022
Q3 | $1.33M | Buy |
+53,837
| New | +$1.33M | 0.06% | 122 |
|