Mascoma 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 |
-2,482
| Closed | -$62.9K | – | 511 |
|
|
2023
Q3 | $62.9K | Hold |
2,482
| – | – | 0.02% | 163 |
|
|
2023
Q2 | $62.7K | Sell |
2,482
-1,011
| -29% | -$25.5K | 0.02% | 173 |
|
|
2023
Q1 | $88.1K | Hold |
3,493
| – | – | 0.03% | 178 |
|
|
2022
Q4 | $87.4K | Buy |
3,493
+1,740
| +99% | +$43.6K | 0.03% | 174 |
|
|
2022
Q3 | $44K | Hold |
1,753
| – | – | 0.02% | 240 |
|
|
2022
Q2 | $44K | Hold |
1,753
| – | – | 0.02% | 256 |
|
|
2022
Q1 | $44K | Hold |
1,753
| – | – | 0.01% | 279 |
|
|
2021
Q4 | $45K | Hold |
1,753
| – | – | 0.02% | 235 |
|
|
2021
Q3 | $46K | Buy |
+1,753
| New | +$46K | 0.02% | 213 |
|
|
2021
Q2 | – | Sell |
-1,753
| Closed | -$46K | – | 454 |
|
|
2021
Q1 | $46K | Buy |
+1,753
| New | +$46K | 0.02% | 215 |
|