Reliant Wealth Planning’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 |
-250,626
| Closed | -$6.36M | – | 21 |
|
2023
Q3 | $6.36M | Buy |
250,626
+8,463
| +3% | +$215K | 3.37% | 6 |
|
2023
Q2 | $6.12M | Sell |
242,163
-1,504
| -0.6% | -$38K | 3.7% | 5 |
|
2023
Q1 | $6.14M | Sell |
243,667
-8,746
| -3% | -$220K | 3.81% | 7 |
|
2022
Q4 | $6.32M | Buy |
252,413
+184
| +0.1% | +$4.61K | 3.83% | 6 |
|
2022
Q3 | $6.29M | Buy |
252,229
+6,964
| +3% | +$174K | 2.67% | 9 |
|
2022
Q2 | $6.15M | Buy |
+245,265
| New | +$6.15M | 2.58% | 9 |
|