Rinkey Investments’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 |
-8,483
| Closed | -$211K | – | 68 |
|
|
2023
Q3 | $211K | Hold |
8,483
| – | – | 0.1% | 46 |
|
|
2023
Q2 | $210K | Sell |
8,483
-82,633
| -91% | -$2.05M | 0.1% | 54 |
|
|
2023
Q1 | $2.26M | Sell |
91,116
-7,245
| -7% | -$180K | 1.18% | 19 |
|
|
2022
Q4 | $2.43M | Buy |
98,361
+17,194
| +21% | +$425K | 1.45% | 17 |
|
|
2022
Q3 | $2.01M | Buy |
+81,167
| New | +$2.01M | 1.52% | 15 |
|