IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-30,869
| Closed | -$765K | – | 3280 |
|
|
2023
Q4 | $765K | Sell |
30,869
-146
| -0.5% | -$3.62K | 0.04% | 460 |
|
|
2023
Q3 | $770K | Buy |
31,015
+1,188
| +4% | +$29.5K | 0.03% | 466 |
|
|
2023
Q2 | $740K | Sell |
29,827
-7,770
| -21% | -$193K | 0.03% | 526 |
|
|
2023
Q1 | $942K | Sell |
37,597
-760
| -2% | -$19K | 0.04% | 410 |
|
|
2022
Q4 | $960K | Buy |
38,357
+35,426
| +1,209% | +$887K | 0.03% | 634 |
|
|
2022
Q3 | $74K | Buy |
+2,931
| New | +$74K | ﹤0.01% | 2083 |
|