ERTS Wealth Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-33,990
Closed -$844K 90
2023
Q3
$844K Hold
33,990
0.2% 31
2023
Q2
$843K Hold
33,990
0.2% 34
2023
Q1
$843K Buy
33,990
+4,043
+14% +$100K 0.2% 34
2022
Q4
$740K Buy
+29,947
New +$740K 0.19% 42