HWM
IBTD

Horizons Wealth Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Horizons Wealth Management’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14,285
Closed -$355K – 191
2023
Q3 		$355K Sell
14,285
-76
-0.5% -$1.89K 0.26% 47
2023
Q2 		$356K Buy
14,361
+335
+2% +$8.31K 0.25% 46
2023
Q1 		$348K Buy
14,026
+4,206
+43% +$104K 0.26% 44
2022
Q4 		$242K Buy
+9,820
New +$242K 0.19% 52