EP Wealth Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $9.57M | Buy |
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|
2023
Q2 | $9.64M | Sell |
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|
2023
Q1 | $475K | Sell |
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|
2022
Q4 | $5.73M | Sell |
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|
2022
Q3 | $6.1M | Sell |
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|
2022
Q2 | $6.28M | Sell |
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|
2022
Q1 | $6.68M | Sell |
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|
2021
Q4 | $6.92M | Sell |
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|
2021
Q3 | $7.17M | Sell |
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|
2021
Q2 | $7.24M | Sell |
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|
2021
Q1 | $7.38M | Sell |
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|
2020
Q4 | $7.72M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $7.96M | Sell |
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|
2020
Q1 | $8.02M | Buy |
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|
2019
Q4 | $7.03M | Buy |
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