PSI Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-135,568
| Closed | -$3.36M | – | 902 |
|
|
2023
Q3 | $3.36M | Buy |
135,568
+12,650
| +10% | +$314K | 1.46% | 15 |
|
|
2023
Q2 | $3.05M | Buy |
122,918
+16,153
| +15% | +$401K | 1.34% | 16 |
|
|
2023
Q1 | $2.65M | Buy |
106,765
+51,448
| +93% | +$1.28M | 1.28% | 17 |
|
|
2022
Q4 | $1.37M | Buy |
55,317
+48,517
| +713% | +$1.2M | 0.73% | 29 |
|
|
2022
Q3 | $168K | Buy |
+6,800
| New | +$168K | 0.09% | 122 |
|