Patriot Investment Management Group’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
Q4 | – | Sell |
-11,355
| Closed | -$288K | – | 240 |
|
|
2023
Q3 | $288K | Sell |
11,355
-1,984
| -15% | -$50.3K | 0.03% | 204 |
|
|
2023
Q2 | $337K | Buy |
13,339
+5
| +0% | +$126 | 0.03% | 196 |
|
|
2023
Q1 | $336K | Buy |
13,334
+441
| +3% | +$11.1K | 0.03% | 191 |
|
|
2022
Q4 | $324K | Buy |
12,893
+5
| +0% | +$126 | 0.03% | 200 |
|
|
2022
Q3 | $321K | Buy |
+12,888
| New | +$321K | 0.03% | 191 |
|
|
2020
Q3 | – | Sell |
-800
| Closed | -$21K | – | 678 |
|
|
2020
Q2 | $21K | Buy |
+800
| New | +$21K | ﹤0.01% | 417 |
|