Bartlett & Co 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 |
-4,400
| Closed | -$112K | – | 1278 |
|
|
2023
Q3 | $112K | Sell |
4,400
-444
| -9% | -$11.3K | ﹤0.01% | 524 |
|
|
2023
Q2 | $123K | Buy |
4,844
+4,400
| +991% | +$111K | ﹤0.01% | 514 |
|
|
2023
Q1 | $11.2K | Hold |
444
| – | – | ﹤0.01% | 806 |
|
|
2022
Q4 | $11.1K | Hold |
444
| – | – | ﹤0.01% | 813 |
|
|
2022
Q3 | $11.1K | Hold |
444
| – | – | ﹤0.01% | 809 |
|
|
2022
Q2 | $11.1K | Hold |
444
| – | – | ﹤0.01% | 846 |
|
|
2022
Q1 | $11.2K | Buy |
+444
| New | +$11.2K | ﹤0.01% | 813 |
|