Bradley & Co Private 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 |
-95
| Closed | -$2.41K | – | 217 |
|
|
2023
Q3 | $2.41K | Hold |
95
| – | – | ﹤0.01% | 153 |
|
|
2023
Q2 | $2.4K | Sell |
95
-799
| -89% | -$20.2K | ﹤0.01% | 155 |
|
|
2023
Q1 | $22.5K | Sell |
894
-880
| -50% | -$22.2K | 0.02% | 90 |
|
|
2022
Q4 | $44.4K | Sell |
1,774
-3,853
| -68% | -$96.4K | 0.05% | 63 |
|
|
2022
Q3 | $141K | Sell |
5,627
-7,238
| -56% | -$181K | 0.17% | 41 |
|
|
2022
Q2 | $323K | Sell |
12,865
-2,037
| -14% | -$51.1K | 0.36% | 34 |
|
|
2022
Q1 | $377K | Sell |
14,902
-5,061
| -25% | -$128K | 0.32% | 36 |
|
|
2021
Q4 | $513K | Buy |
19,963
+1,248
| +7% | +$32.1K | 0.41% | 33 |
|
|
2021
Q3 | $486K | Hold |
18,715
| – | – | 0.42% | 33 |
|
|
2021
Q2 | $488K | Hold |
18,715
| – | – | 0.43% | 32 |
|
|
2021
Q1 | $489K | Buy |
+18,715
| New | +$489K | 0.45% | 33 |
|