OPA
IBTD

Old Port Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Old Port Advisors’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
-9,308
Closed -$231K – 221
2023
Q3 		$231K Buy
+9,308
New +$231K 0.08% 184
2023
Q1 		$258K Sell
10,421
-165
-2% -$4.08K 0.09% 184
2022
Q4 		$261K Buy
10,586
+1,690
+19% +$41.7K 0.1% 183
2022
Q3 		$220K Buy
+8,896
New +$220K 0.09% 202