HB Wealth Management’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
| – | -$207K | – | 828 |
|
|
2023
Q3 | – | Hold |
0
| – | -$207K | – | 699 |
|
|
2023
Q2 | – | Sell |
-8,861
| Closed | -$223K | – | 671 |
|
|
2023
Q1 | $223K | Buy |
+8,861
| New | +$223K | ﹤0.01% | 644 |
|
|
2022
Q4 | – | Hold |
0
| – | -$204K | – | 616 |
|
|
2022
Q3 | – | Sell |
-8,176
| Closed | -$205K | – | 544 |
|
|
2022
Q2 | $205K | Hold |
8,176
| – | – | ﹤0.01% | 547 |
|
|
2022
Q1 | $207K | Hold |
8,176
| – | – | ﹤0.01% | 560 |
|
|
2021
Q4 | $210K | Buy |
+8,176
| New | +$210K | ﹤0.01% | 481 |
|