DP
IBTD

Denver PWM’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Denver PWM’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-318,156
Closed -$7.86M – 112
2023
Q3 		$7.86M Buy
318,156
+13,327
+4% +$329K 3.29% 8
2023
Q2 		$7.54M Buy
304,829
+15,950
+6% +$394K 3.12% 8
2023
Q1 		$7.14M Buy
+288,879
New +$7.14M 3.14% 8