HHM Wealth Advisors’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 |
-1,681
| Closed | -$41.7K | – | 827 |
|
|
2023
Q3 | $41.7K | Sell |
1,681
-380
| -18% | -$9.43K | 0.01% | 298 |
|
|
2023
Q2 | $51.1K | Buy |
2,061
+1,683
| +445% | +$41.8K | 0.01% | 275 |
|
|
2023
Q1 | $9.38K | Sell |
378
-132
| -26% | -$3.28K | ﹤0.01% | 539 |
|
|
2022
Q4 | $12.6K | Hold |
510
| – | – | ﹤0.01% | 424 |
|
|
2022
Q3 | $13K | Hold |
510
| – | – | ﹤0.01% | 406 |
|
|
2022
Q2 | $13K | Buy |
510
+452
| +779% | +$11.5K | ﹤0.01% | 496 |
|
|
2022
Q1 | $1K | Buy |
+58
| New | +$1K | ﹤0.01% | 690 |
|