KWM
IBDO
Kingsview Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,405
| Closed | -$213K | – | 1023 |
|
|
2023
Q2 | $213K | Hold |
8,405
| – | – | 0.01% | 840 |
|
|
2023
Q1 | $212K | Hold |
8,405
| – | – | 0.01% | 817 |
|
|
2022
Q4 | $210K | Sell |
8,405
-2,485
| -23% | -$62.2K | 0.01% | 776 |
|
|
2022
Q3 | $272K | Hold |
10,890
| – | – | 0.01% | 667 |
|
|
2022
Q2 | $273K | Buy |
10,890
+1,532
| +16% | +$38.4K | 0.01% | 687 |
|
|
2022
Q1 | $237K | Hold |
9,358
| – | – | 0.01% | 766 |
|
|
2021
Q4 | $240K | Hold |
9,358
| – | – | 0.01% | 797 |
|
|
2021
Q3 | $243K | Hold |
9,358
| – | – | 0.01% | 746 |
|
|
2021
Q2 | $244K | Hold |
9,358
| – | – | 0.01% | 771 |
|
|
2021
Q1 | $244K | Buy |
+9,358
| New | +$244K | 0.01% | 703 |
|