Evermay Wealth Management’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 |
-1,523
| Closed | -$37.8K | – | 695 |
|
|
2023
Q3 | $37.8K | Sell |
1,523
-3,095
| -67% | -$76.8K | 0.01% | 325 |
|
|
2023
Q2 | $115K | Sell |
4,618
-303,578
| -99% | -$7.53M | 0.02% | 228 |
|
|
2023
Q1 | $7.65M | Buy |
308,196
+2,594
| +0.8% | +$64.4K | 1.54% | 10 |
|
|
2022
Q4 | $7.55M | Buy |
305,602
+140,945
| +86% | +$3.48M | 1.54% | 11 |
|
|
2022
Q3 | $4.08M | Buy |
+164,657
| New | +$4.08M | 0.81% | 18 |
|