Global Retirement Partners’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 |
-1,047
| Closed | -$25.9K | – | 3499 |
|
|
2023
Q3 | $25.9K | Sell |
1,047
-388
| -27% | -$9.59K | ﹤0.01% | 1547 |
|
|
2023
Q2 | $35.6K | Buy |
1,435
+7
| +0.5% | +$174 | ﹤0.01% | 1431 |
|
|
2023
Q1 | $35.3K | Sell |
1,428
-1,552
| -52% | -$38.4K | ﹤0.01% | 1388 |
|
|
2022
Q4 | $73.6K | Buy |
2,980
+2,030
| +214% | +$50.1K | 0.01% | 933 |
|
|
2022
Q3 | $24K | Buy |
+950
| New | +$24K | ﹤0.01% | 1328 |
|