Laidlaw Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,550
| Closed | -$242K | – | 280 |
|
|
2023
Q3 | $242K | Buy |
+9,550
| New | +$242K | 0.08% | 228 |
|
|
2023
Q2 | – | Sell |
-9,550
| Closed | -$241K | – | 378 |
|
|
2023
Q1 | $241K | Hold |
9,550
| – | – | 0.05% | 296 |
|
|
2022
Q4 | $239K | Buy |
+9,550
| New | +$239K | 0.05% | 304 |
|
|
2022
Q3 | – | Sell |
-9,550
| Closed | -$240K | – | 383 |
|
|
2022
Q2 | $240K | Hold |
9,550
| – | – | 0.05% | 310 |
|
|
2022
Q1 | $241K | Hold |
9,550
| – | – | 0.04% | 335 |
|
|
2021
Q4 | $245K | Hold |
9,550
| – | – | 0.04% | 348 |
|
|
2021
Q3 | $248K | Hold |
9,550
| – | – | 0.06% | 209 |
|
|
2021
Q2 | $249K | Hold |
9,550
| – | – | 0.06% | 214 |
|
|
2021
Q1 | $250K | Hold |
9,550
| – | – | 0.09% | 183 |
|
|
2020
Q4 | $251K | Hold |
9,550
| – | – | 0.05% | 301 |
|
|
2020
Q3 | $250K | Buy |
+9,550
| New | +$250K | 0.11% | 178 |
|