EWM
IBTD

Endowment Wealth Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Endowment Wealth Management’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
-28,849
Closed -$716K – 143
2023
Q3 		$716K Buy
28,849
+3,979
+16% +$98.8K 0.64% 40
2023
Q2 		$617K Buy
24,870
+1,243
+5% +$30.8K 0.57% 45
2023
Q1 		$586K Buy
23,627
+12,483
+112% +$310K 0.59% 43
2022
Q4 		$275K Buy
+11,144
New +$275K 0.3% 85