Endowment 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	-32,244	Closed	-$818K	–	142
2023 Q3	$818K	Buy	32,244 +3,683	+13%	+$93.4K	0.73%	35
2023 Q2	$722K	Buy	28,561 +1,198	+4%	+$30.3K	0.66%	36
2023 Q1	$689K	Buy	27,363 +16,347	+148%	+$412K	0.69%	34
2022 Q4	$276K	Buy	+11,016	New	+$276K	0.3%	83