Buffington Mohr McNeal’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 |
-25,525
| Closed | -$647K | – | 133 |
|
|
2023
Q3 | $647K | Sell |
25,525
-1,765
| -6% | -$44.8K | 0.15% | 83 |
|
|
2023
Q2 | $690K | Sell |
27,290
-1,620
| -6% | -$41K | 0.15% | 79 |
|
|
2023
Q1 | $728K | Buy |
28,910
+160
| +0.6% | +$4.03K | 0.17% | 81 |
|
|
2022
Q4 | $720K | Buy |
28,750
+2,800
| +11% | +$70.1K | 0.17% | 83 |
|
|
2022
Q3 | $647K | Buy |
25,950
+1,955
| +8% | +$48.7K | 0.16% | 87 |
|
|
2022
Q2 | $602K | Buy |
23,995
+6,559
| +38% | +$165K | 0.13% | 90 |
|
|
2022
Q1 | $441K | Sell |
17,436
-5,923
| -25% | -$150K | 0.08% | 97 |
|
|
2021
Q4 | $600K | Buy |
23,359
+4,263
| +22% | +$110K | 0.1% | 95 |
|
|
2021
Q3 | $496K | Hold |
19,096
| – | – | 0.1% | 96 |
|
|
2021
Q2 | $498K | Sell |
19,096
-4,415
| -19% | -$115K | 0.1% | 96 |
|
|
2021
Q1 | $615K | Buy |
23,511
+10,291
| +78% | +$269K | 0.13% | 86 |
|
|
2020
Q4 | $347K | Hold |
13,220
| – | – | 0.08% | 101 |
|
|
2020
Q3 | $347K | Buy |
+13,220
| New | +$347K | 0.09% | 98 |
|