Benjamin Edwards Inc’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-119,187
| Closed | -$2.33M | – | 727 |
|
|
2022
Q4 | $2.33M | Sell |
119,187
-55,405
| -32% | -$1.08M | 0.61% | 43 |
|
|
2022
Q3 | $3.42M | Buy |
174,592
+57,054
| +49% | +$1.12M | 1.03% | 16 |
|
|
2022
Q2 | $2.45M | Buy |
117,538
+51,336
| +78% | +$1.07M | 0.72% | 41 |
|
|
2022
Q1 | $1.44M | Buy |
+66,202
| New | +$1.44M | 0.42% | 71 |
|