NDSI
IBTD
Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-13,409
| Closed | -$333K | – | 196 |
|
2023
Q1 | $333K | Sell |
13,409
-719
| -5% | -$17.8K | 0.11% | 141 |
|
2022
Q4 | $349K | Sell |
14,128
-397
| -3% | -$9.81K | 0.12% | 130 |
|
2022
Q3 | $360 | Sell |
14,525
-4,503
| -24% | -$112 | 0.06% | 127 |
|
2022
Q2 | $474K | Buy |
+19,028
| New | +$474K | 0.16% | 117 |
|