CA
IBTD

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

Claro 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
-17,008
Closed -$422K – 418
2023
Q3 		$422K Sell
17,008
-6,000
-26% -$149K 0.11% 220
2023
Q2 		$571K Hold
23,008
– – 0.14% 180
2023
Q1 		$571K Sell
23,008
-16,012
-41% -$397K 0.17% 151
2022
Q4 		$964K Buy
+39,020
New +$964K 0.32% 82