CWM
IBTD

Connecticut Wealth Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Connecticut Wealth Management’s Portfolio IBTD Stock Details IBTD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-668,014
Closed -$16.6M – 331
2023
Q3 		$16.6M Buy
668,014
+52,448
+9% +$1.3M 1.13% 22
2023
Q2 		$15.3M Buy
615,566
+601,428
+4,254% +$14.9M 1.06% 21
2023
Q1 		$351K Buy
+14,138
New +$351K 0.03% 175