Colton Groome Financial 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 |
-17,200
| Closed | -$436K | – | 136 |
|
|
2023
Q3 | $436K | Hold |
17,200
| – | – | 0.22% | 73 |
|
|
2023
Q2 | $435K | Hold |
17,200
| – | – | 0.2% | 79 |
|
|
2023
Q1 | $433K | Hold |
17,200
| – | – | 0.21% | 83 |
|
|
2022
Q4 | $431K | Hold |
17,200
| – | – | 0.21% | 80 |
|
|
2022
Q3 | $429K | Hold |
17,200
| – | – | 0.22% | 62 |
|
|
2022
Q2 | $432K | Hold |
17,200
| – | – | 0.22% | 58 |
|
|
2022
Q1 | $435K | Buy |
17,200
+2,000
| +13% | +$50.6K | 0.2% | 62 |
|
|
2021
Q4 | $390K | Hold |
15,200
| – | – | 0.16% | 91 |
|
|
2021
Q3 | $395K | Hold |
15,200
| – | – | 0.17% | 83 |
|
|
2021
Q2 | $396K | Hold |
15,200
| – | – | 0.18% | 81 |
|
|
2021
Q1 | $397K | Buy |
+15,200
| New | +$397K | 0.22% | 46 |
|