Middleton & Co’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 |
-20,400
| Closed | -$517K | – | 159 |
|
|
2023
Q3 | $517K | Hold |
20,400
| – | – | 0.07% | 99 |
|
|
2023
Q2 | $516K | Hold |
20,400
| – | – | 0.07% | 104 |
|
|
2023
Q1 | $514K | Hold |
20,400
| – | – | 0.07% | 105 |
|
|
2022
Q4 | $511K | Sell |
20,400
-4,000
| -16% | -$100K | 0.08% | 107 |
|
|
2022
Q3 | $609K | Buy |
+24,400
| New | +$609K | 0.09% | 101 |
|