KF
IBTD

Krilogy Financial’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Krilogy Financial’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
-350,913
Closed -$8.71M – 225
2023
Q3 		$8.71M Sell
350,913
-76,999
-18% -$1.91M 0.8% 30
2023
Q2 		$10.6M Buy
427,912
+23,235
+6% +$576K 0.95% 26
2023
Q1 		$10M Buy
404,677
+334,761
+479% +$8.31M 0.84% 28
2022
Q4 		$1.73M Buy
+69,916
New +$1.73M 0.16% 107