FWM
IBTD

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

Focused 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
-4,510
Closed -$112K – 1059
2023
Q3 		$112K Buy
4,510
+452
+11% +$11.2K 0.02% 181
2023
Q2 		$101K Buy
4,058
+268
+7% +$6.65K 0.02% 202
2023
Q1 		$94K Buy
3,790
+505
+15% +$12.5K 0.02% 207
2022
Q4 		$81.1K Buy
+3,285
New +$81.1K 0.02% 231