Campbell Wealth Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,304,679
| Closed | -$57.2M | – | 78 |
|
|
2023
Q3 | $57.2M | Sell |
2,304,679
-14,540
| -0.6% | -$361K | 6.96% | 4 |
|
|
2023
Q2 | $57.5M | Buy |
2,319,219
+141,074
| +6% | +$3.5M | 7.4% | 4 |
|
|
2023
Q1 | $54M | Buy |
2,178,145
+625,861
| +40% | +$15.5M | 6.77% | 4 |
|
|
2022
Q4 | $38.3M | Buy |
1,552,284
+978,742
| +171% | +$24.2M | 5.34% | 6 |
|
|
2022
Q3 | $14.2M | Buy |
+573,542
| New | +$14.2M | 2.05% | 17 |
|