Creative Planning’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 |
-249,818
| Closed | -$6.2M | – | 3047 |
|
|
2023
Q3 | $6.2M | Sell |
249,818
-7,069
| -3% | -$175K | 0.01% | 468 |
|
|
2023
Q2 | $6.37M | Sell |
256,887
-26,457
| -9% | -$656K | 0.01% | 450 |
|
|
2023
Q1 | $7.03M | Buy |
283,344
+32,360
| +13% | +$803K | 0.01% | 412 |
|
|
2022
Q4 | $6.2M | Buy |
250,984
+141,330
| +129% | +$3.49M | 0.01% | 433 |
|
|
2022
Q3 | $2.72M | Buy |
109,654
+69,152
| +171% | +$1.71M | ﹤0.01% | 597 |
|
|
2022
Q2 | $1.01M | Buy |
+40,502
| New | +$1.01M | ﹤0.01% | 971 |
|