HWMA
IBTD

Heritage Wealth Management (Arizona)’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		$1.37M Buy
+55,398
New +$1.37M 0.2% 81