IW
IBDO

Instrumental Wealth’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Instrumental Wealth’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-447,156
Closed -$11.3M – 42
2023
Q3 		$11.3M Buy
447,156
+35,453
+9% +$898K 13.23% 1
2023
Q2 		$10.4M Buy
411,703
+2,849
+0.7% +$71.9K 12.49% 2
2023
Q1 		$10.3M Buy
+408,854
New +$10.3M 13.6% 2