JWCA
IBTD

J.W. Cole Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

J.W. Cole Advisors’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
-14,340
Closed -$356K – 864
2023
Q3 		$356K Sell
14,340
-677
-5% -$16.8K 0.03% 513
2023
Q2 		$373K Sell
15,017
-950
-6% -$23.6K 0.03% 509
2023
Q1 		$396K Buy
15,967
+1,147
+8% +$28.5K 0.03% 504
2022
Q4 		$366K Buy
+14,820
New +$366K 0.03% 493