DWA
IBDO

Delap Wealth Advisory’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Delap Wealth Advisory’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,262
Closed -$210K – 96
2023
Q3 		$210K Hold
8,262
– – 0.2% 49
2023
Q2 		$209K Hold
8,262
– – 0.2% 47
2023
Q1 		$208K Hold
8,262
– – 0.21% 50
2022
Q4 		$207K Buy
+8,262
New +$207K 0.22% 64