Gould Asset Management’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
-13,130
Closed -$326K 161
2023
Q3
$326K Sell
13,130
-1,115
-8% -$27.7K 0.09% 111
2023
Q2
$353K Buy
14,245
+685
+5% +$17K 0.1% 106
2023
Q1
$336K Sell
13,560
-5,265
-28% -$131K 0.1% 108
2022
Q4
$465K Buy
+18,825
New +$465K 0.14% 93