PFM
IBDO

Phillips Financial Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Phillips Financial Management’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-44,398
Closed -$1.13M – 261
2023
Q3 		$1.13M Buy
44,398
+7
+0% +$178 0.11% 92
2023
Q2 		$1.12M Buy
44,391
+5,959
+16% +$151K 0.1% 95
2023
Q1 		$968K Buy
+38,432
New +$968K 0.09% 99