Reliant Wealth Planning’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 |
-249,667
| Closed | -$6.2M | – | 22 |
|
|
2023
Q3 | $6.2M | Buy |
249,667
+8,898
| +4% | +$221K | 3.29% | 7 |
|
|
2023
Q2 | $5.97M | Sell |
240,769
-11,227
| -4% | -$279K | 3.6% | 6 |
|
|
2023
Q1 | $6.25M | Sell |
251,996
-4,171
| -2% | -$103K | 3.88% | 4 |
|
|
2022
Q4 | $6.33M | Sell |
256,167
-3,542
| -1% | -$87.5K | 3.84% | 5 |
|
|
2022
Q3 | $6.43M | Buy |
259,709
+13,051
| +5% | +$323K | 2.73% | 8 |
|
|
2022
Q2 | $6.15M | Buy |
+246,658
| New | +$6.15M | 2.58% | 10 |
|