IBDD
Kovitz Investment Group Partners’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,608
| Closed | -$309K | – | 449 |
|
|
2023
Q1 | $309K | Hold |
11,608
| – | – | 0.01% | 366 |
|
|
2022
Q4 | $308K | Hold |
11,608
| – | – | 0.01% | 353 |
|
|
2022
Q3 | $307K | Hold |
11,608
| – | – | 0.01% | 353 |
|
|
2022
Q2 | $307K | Hold |
11,608
| – | – | 0.01% | 365 |
|
|
2022
Q1 | $308K | Buy |
11,608
+3,738
| +47% | +$99.2K | 0.01% | 369 |
|
|
2021
Q4 | $215K | Hold |
7,870
| – | – | 0.01% | 385 |
|
|
2021
Q3 | $212K | Hold |
7,870
| – | – | ﹤0.01% | 406 |
|
|
2021
Q2 | $213K | Hold |
7,870
| – | – | ﹤0.01% | 393 |
|
|
2021
Q1 | $214K | Hold |
7,870
| – | – | 0.01% | 381 |
|
|
2020
Q4 | $215K | Hold |
7,870
| – | – | 0.01% | 382 |
|
|
2020
Q3 | $215K | Buy |
7,870
+330
| +4% | +$9.02K | 0.01% | 372 |
|
|
2020
Q2 | $206K | Buy |
+7,540
| New | +$206K | 0.01% | 358 |
|