KTM
IBTD
Keeler Thomas Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-485,810
| Closed | -$12.1M | – | 69 |
|
|
2023
Q3 | $12.1M | Buy |
485,810
+22,233
| +5% | +$552K | 4.46% | 5 |
|
|
2023
Q2 | $11.8M | Buy |
463,577
+55,855
| +14% | +$1.42M | 4.75% | 4 |
|
|
2023
Q1 | $10.1M | Buy |
407,722
+353,506
| +652% | +$8.77M | 4.75% | 5 |
|
|
2022
Q4 | $1.34M | Buy |
+54,216
| New | +$1.34M | 0.67% | 44 |
|