PSP
IBTD
Pacific Sage Partners’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
Q4 | – | Sell |
-184,872
| Closed | -$4.59M | – | 98 |
|
|
2023
Q3 | $4.59M | Sell |
184,872
-1,180
| -0.6% | -$29.3K | 1.38% | 17 |
|
|
2023
Q2 | $4.62M | Sell |
186,052
-9,858
| -5% | -$245K | 1.37% | 15 |
|
|
2023
Q1 | $4.86M | Buy |
195,910
+238
| +0.1% | +$5.91K | 1.56% | 13 |
|
|
2022
Q4 | $4.83M | Buy |
+195,672
| New | +$4.83M | 1.6% | 11 |
|