FW
IBDO

FirstPurpose Wealth’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

FirstPurpose Wealth’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,755
Closed -$222K – 229
2023
Q3 		$222K Sell
8,755
-3,022
-26% -$76.6K 0.1% 174
2023
Q2 		$298K Sell
11,777
-1,205
-9% -$30.5K 0.13% 142
2023
Q1 		$327K Buy
12,982
+2,514
+24% +$63.3K 0.16% 113
2022
Q4 		$262K Buy
+10,468
New +$262K 0.15% 138