Avior 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 |
-9,917
| Closed | -$251K | – | 1698 |
|
|
2023
Q3 | $251K | Buy |
+9,917
| New | +$251K | 0.02% | 482 |
|
|
2021
Q4 | – | Sell |
-900
| Closed | -$23K | – | 1267 |
|
|
2021
Q3 | $23K | Buy |
900
+300
| +50% | +$7.67K | ﹤0.01% | 647 |
|
|
2021
Q2 | $15K | Hold |
600
| – | – | ﹤0.01% | 693 |
|
|
2021
Q1 | $15K | Hold |
600
| – | – | ﹤0.01% | 701 |
|
|
2020
Q4 | $15K | Hold |
600
| – | – | ﹤0.01% | 661 |
|
|
2020
Q3 | $15K | Hold |
600
| – | – | ﹤0.01% | 642 |
|
|
2020
Q2 | $15K | Hold |
600
| – | – | ﹤0.01% | 619 |
|
|
2020
Q1 | $15K | Hold |
600
| – | – | ﹤0.01% | 541 |
|
|
2019
Q4 | $15K | Buy |
+600
| New | +$15K | ﹤0.01% | 565 |
|