Cooper Financial Group’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-56,779
Closed -$1.41M 359
2023
Q3
$1.41M Buy
56,779
+29,399
+107% +$730K 0.34% 65
2023
Q2
$679K Buy
27,380
+8,985
+49% +$223K 0.17% 147
2023
Q1
$456K Buy
18,395
+2,661
+17% +$66K 0.12% 185
2022
Q4
$389K Buy
+15,734
New +$389K 0.12% 175