Journey Advisory Group’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 |
-295,054
| Closed | -$7.48M | – | 218 |
|
|
2023
Q3 | $7.48M | Sell |
295,054
-4,978
| -2% | -$126K | 1.12% | 26 |
|
|
2023
Q2 | $7.59M | Sell |
300,032
-126,064
| -30% | -$3.19M | 1.13% | 23 |
|
|
2023
Q1 | $10.7M | Buy |
426,096
+409,417
| +2,455% | +$10.3M | 1.68% | 14 |
|
|
2022
Q4 | $417K | Sell |
16,679
-200
| -1% | -$5.01K | 0.1% | 142 |
|
|
2022
Q3 | $421K | Sell |
16,879
-7,110
| -30% | -$177K | 0.11% | 157 |
|
|
2022
Q2 | $602K | Buy |
23,989
+10,200
| +74% | +$256K | 0.14% | 133 |
|
|
2022
Q1 | $349K | Buy |
+13,789
| New | +$349K | 0.09% | 174 |
|