CA
IBTD

CGN Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

CGN Advisors’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
-10,318
Closed -$256K – 267
2023
Q3 		$256K Buy
10,318
+2,254
+28% +$55.9K 0.03% 231
2023
Q2 		$200K Buy
+8,064
New +$200K 0.03% 224