CAAS
IBTD

Capital Asset Advisory Services’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Capital Asset Advisory Services’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-27,284
Closed -$677K – 360
2023
Q1 		$677K Sell
27,284
-4,191
-13% -$104K 0.05% 160
2022
Q4 		$777K Buy
+31,475
New +$777K 0.06% 155