MWM
IBDO
MinichMacGregor Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Hold |
0
| – | -$5.2M | – | 113 |
|
|
2023
Q3 | – | Hold |
0
| – | -$5.18M | – | 19 |
|
|
2023
Q2 | – | Sell |
-202,473
| Closed | -$5.1M | – | 21 |
|
|
2023
Q1 | $5.1M | Sell |
202,473
-15,711
| -7% | -$396K | 1.69% | 18 |
|
|
2022
Q4 | $5.46M | Sell |
218,184
-2,504
| -1% | -$62.7K | 1.97% | 15 |
|
|
2022
Q3 | $5.51M | Buy |
220,688
+9,019
| +4% | +$225K | 2.2% | 15 |
|
|
2022
Q2 | $5.31M | Buy |
+211,669
| New | +$5.31M | 2.19% | 16 |
|