Horizons 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 | – | Sell |
-4,810
| Closed | -$122K | – | 190 |
|
|
2023
Q3 | $122K | Hold |
4,810
| – | – | 0.09% | 70 |
|
|
2023
Q2 | $122K | Sell |
4,810
-200
| -4% | -$5.06K | 0.09% | 73 |
|
|
2023
Q1 | $126K | Sell |
5,010
-478
| -9% | -$12K | 0.09% | 65 |
|
|
2022
Q4 | $137K | Buy |
5,488
+2,121
| +63% | +$52.9K | 0.11% | 66 |
|
|
2022
Q3 | $84K | Hold |
3,367
| – | – | 0.08% | 67 |
|
|
2022
Q2 | $85K | Buy |
+3,367
| New | +$85K | 0.07% | 67 |
|