MTWM
IBDO

Masso Torrence Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Masso Torrence Wealth Management’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-25,155
Closed -$638K – 100
2023
Q3 		$638K Sell
25,155
-1,250
-5% -$31.7K 0.49% 46
2023
Q2 		$668K Sell
26,405
-3,890
-13% -$98.4K 0.48% 48
2023
Q1 		$763K Hold
30,295
– – 0.6% 43
2022
Q4 		$758K Buy
+30,295
New +$758K 0.6% 41