FWM
IBTD

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

Fairhaven 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
-35,369
Closed -$878K – 125
2023
Q3 		$878K Hold
35,369
– – 0.35% 42
2023
Q2 		$878K Buy
+35,369
New +$878K 0.34% 41