Kovitz Investment Group Partners’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $309K | Hold |
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|
2022
Q4 | $308K | Hold |
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|
2022
Q3 | $307K | Hold |
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|
2022
Q2 | $307K | Hold |
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|
2022
Q1 | $308K | Buy |
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|
2021
Q4 | $215K | Hold |
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|
2021
Q3 | $212K | Hold |
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|
2021
Q2 | $213K | Hold |
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|
2021
Q1 | $214K | Hold |
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|
2020
Q4 | $215K | Hold |
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|
2020
Q3 | $215K | Buy |
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|
2020
Q2 | $206K | Buy |
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