Cary Street Partners Investment Advisory’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$3.26M Buy
2023
Q2
$1.54M Buy
2023
Q1
$1.37M Buy
2022
Q4
$1.05M Buy
2022
Q3
$1.05M Buy
2022
Q2
$785K Buy
2021
Q3
Sell
2021
Q2
$55K Buy
2021
Q1
$47K Buy
2020
Q4
Sell
2020
Q3
$592K Buy