P.J. Schmidt Investment Management (PJS)’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
Q2
Sell
-22,829
Closed -$576K 177
2023
Q1
$576K Buy
22,829
+1,787
+8% +$45.1K 0.12% 100
2022
Q4
$527K Sell
21,042
-3,301
-14% -$82.6K 0.12% 99
2022
Q3
$608K Buy
+24,343
New +$608K 0.15% 92