Forvis Mazars Wealth Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Hold |
0
| – | -$226K | – | 400 |
|
|
2023
Q3 | – | Hold |
0
| – | -$225K | – | 360 |
|
|
2023
Q2 | – | Hold |
0
| – | -$229K | – | 388 |
|
|
2023
Q1 | – | Hold |
0
| – | -$228K | – | 369 |
|
|
2022
Q4 | – | Hold |
0
| – | -$202K | – | 362 |
|
|
2022
Q3 | – | Hold |
0
| – | -$203K | – | 374 |
|
|
2022
Q2 | – | Hold |
0
| – | -$205K | – | 378 |
|
|
2022
Q1 | – | Hold |
0
| – | -$257K | – | 292 |
|
|
2021
Q4 | – | Hold |
0
| – | -$260K | – | 253 |
|
|
2021
Q3 | – | Hold |
0
| – | -$261K | – | 234 |
|
|
2021
Q2 | – | Hold |
0
| – | -$262K | – | 235 |
|
|
2021
Q1 | – | Sell |
-10,011
| Closed | -$263K | – | 247 |
|
|
2020
Q4 | $263K | Hold |
10,011
| – | – | 0.01% | 307 |
|
|
2020
Q3 | $263K | Buy |
10,011
+1,918
| +24% | +$50.4K | 0.02% | 268 |
|
|
2020
Q2 | $212K | Sell |
8,093
-3,679
| -31% | -$96.4K | 0.01% | 295 |
|
|
2020
Q1 | $294K | Buy |
+11,772
| New | +$294K | 0.02% | 229 |
|
|
2019
Q4 | – | Hold |
0
| – | -$558K | – | 156 |
|
|
2019
Q3 | – | Hold |
0
| – | -$255K | – | 158 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 234 |
|