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