EP
IBTD

Essential Planning’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Essential Planning’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
-108,326
Closed -$2.69M – 67
2023
Q3 		$2.69M Buy
+108,326
New +$2.69M 1.49% 15