CSIA
IBTD
Conrad Siegel Investment Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-46,371
| Closed | -$1.15M | – | 32 |
|
|
2023
Q3 | $1.15M | Buy |
46,371
+563
| +1% | +$14K | 0.59% | 13 |
|
|
2023
Q2 | $1.14M | Buy |
45,808
+31,944
| +230% | +$793K | 0.88% | 11 |
|
|
2023
Q1 | $344K | Buy |
13,864
+93
| +0.7% | +$2.31K | 0.31% | 22 |
|
|
2022
Q4 | $340K | Buy |
+13,771
| New | +$340K | 0.34% | 19 |
|