CWM
IBDO

Centric Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Centric Wealth Management’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-137,161
Closed -$3.43M – 115
2022
Q4 		$3.43M Sell
137,161
-23,225
-14% -$581K 1.74% 5
2022
Q3 		$4M Buy
+160,386
New +$4M 1.59% 7