Curi Wealth Management’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 |
-16,145
| Closed | -$409K | – | 170 |
|
|
2023
Q3 | $409K | Sell |
16,145
-766
| -5% | -$19.4K | 0.06% | 93 |
|
|
2023
Q2 | $428K | Buy |
+16,911
| New | +$428K | 0.06% | 96 |
|
|
2023
Q1 | – | Sell |
-19,567
| Closed | -$490K | – | 97 |
|
|
2022
Q4 | $490K | Sell |
19,567
-360
| -2% | -$9.01K | 0.07% | 112 |
|
|
2022
Q3 | $497K | Buy |
+19,927
| New | +$497K | 0.08% | 102 |
|