Prime Capital Investment Advisors’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 |
-34,708
| Closed | -$880K | – | 978 |
|
|
2023
Q3 | $880K | Buy |
34,708
+22,153
| +176% | +$562K | 0.02% | 366 |
|
|
2023
Q2 | $318K | Buy |
+12,555
| New | +$318K | 0.01% | 584 |
|
|
2021
Q4 | – | Sell |
-17,663
| Closed | -$459K | – | 368 |
|
|
2021
Q3 | $459K | Sell |
17,663
-5,217
| -23% | -$136K | 0.03% | 224 |
|
|
2021
Q2 | $597K | Buy |
+22,880
| New | +$597K | 0.03% | 231 |
|