JAG
IBTD

Journey Advisory Group’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Journey Advisory Group’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
-38,140
Closed -$947K – 219
2023
Q3 		$947K Sell
38,140
-8,100
-18% -$201K 0.14% 109
2023
Q2 		$1.15M Sell
46,240
-49,850
-52% -$1.24M 0.17% 104
2023
Q1 		$2.38M Buy
+96,090
New +$2.38M 0.37% 77