Creative Planning’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 |
-356,223
| Closed | -$9.03M | – | 3046 |
|
2023
Q3 | $9.03M | Sell |
356,223
-4,305
| -1% | -$109K | 0.01% | 377 |
|
2023
Q2 | $9.12M | Buy |
360,528
+52,544
| +17% | +$1.33M | 0.01% | 370 |
|
2023
Q1 | $7.76M | Buy |
307,984
+116,734
| +61% | +$2.94M | 0.01% | 393 |
|
2022
Q4 | $4.79M | Buy |
191,250
+110,446
| +137% | +$2.76M | 0.01% | 501 |
|
2022
Q3 | $2.02M | Buy |
80,804
+41,217
| +104% | +$1.03M | ﹤0.01% | 697 |
|
2022
Q2 | $993K | Buy |
+39,587
| New | +$993K | ﹤0.01% | 980 |
|