NWM
IBTD

Northwest Wealth Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Northwest Wealth Management’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,753
Closed -$267K – 169
2023
Q3 		$267K Sell
10,753
-688
-6% -$17.1K 0.1% 125
2023
Q2 		$284K Hold
11,441
– – 0.1% 121
2023
Q1 		$284K Buy
11,441
+1,547
+16% +$38.4K 0.11% 117
2022
Q4 		$244K Buy
+9,894
New +$244K 0.1% 123