CSPIA
IBTD

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

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-49,237
Closed -$1.22M – 1876
2023
Q3 		$1.22M Buy
49,237
+43,320
+732% +$1.08M 0.07% 279
2023
Q2 		$147K Sell
5,917
-661
-10% -$16.4K 0.01% 585
2023
Q1 		$163K Buy
+6,578
New +$163K 0.01% 509