DWM
IBDO
Dakota Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-17,280
| Closed | -$438K | – | 714 |
|
|
2023
Q3 | $438K | Hold |
17,280
| – | – | 0.02% | 435 |
|
|
2023
Q2 | $437K | Hold |
17,280
| – | – | 0.02% | 404 |
|
|
2023
Q1 | $435K | Hold |
17,280
| – | – | 0.03% | 391 |
|
|
2022
Q4 | $433K | Sell |
17,280
-390
| -2% | -$9.76K | 0.03% | 376 |
|
|
2022
Q3 | $441K | Hold |
17,670
| – | – | 0.04% | 354 |
|
|
2022
Q2 | $443K | Hold |
17,670
| – | – | 0.04% | 295 |
|
|
2022
Q1 | $447K | Buy |
+17,670
| New | +$447K | 0.04% | 299 |
|