Baystate 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 |
-130
| Closed | -$3.31K | – | 1366 |
|
2023
Q3 | $3.31K | Buy |
130
+2
| +2% | +$51 | ﹤0.01% | 739 |
|
2023
Q2 | $3.26K | Buy |
128
+1
| +0.8% | +$25 | ﹤0.01% | 778 |
|
2023
Q1 | $3.22K | Hold |
127
| – | – | ﹤0.01% | 765 |
|
2022
Q4 | $3K | Sell |
127
-51
| -29% | -$1.21K | ﹤0.01% | 770 |
|
2022
Q3 | $4K | Buy |
+178
| New | +$4K | ﹤0.01% | 680 |
|