Choate Investment Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,686
| Closed | -$246K | – | 472 |
|
|
2023
Q3 | $246K | Hold |
9,686
| – | – | 0.01% | 318 |
|
|
2023
Q2 | $245K | Hold |
9,686
| – | – | 0.01% | 261 |
|
|
2023
Q1 | $244K | Hold |
9,686
| – | – | 0.01% | 241 |
|
|
2022
Q4 | $242K | Hold |
9,686
| – | – | 0.01% | 241 |
|
|
2022
Q3 | $242K | Hold |
9,686
| – | – | 0.02% | 221 |
|
|
2022
Q2 | $243K | Buy |
+9,686
| New | +$243K | 0.01% | 233 |
|